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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-20 |
Branch Locations
2790 Skypark Drive Suite 200, Torrance, CA 90505 • United States
Rancho Mission Viejo, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scre Financing Corp | Rancho Mission Viejo | CA | 03/2021 | Present |
| Fidelity Bancorp Funding | Orange | CA | 05/2016 | 03/2021 |
| Osaic Wealth, Inc. | Torrance | CA | 09/2025 | Present |
1. SCRE FINANCING CORP POSITION: Loan Originator NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 20 START DATE: 05/15/2016 ADDRESS: 45 Stetson Way, Rancho Mission Viejo CA 92694, United States DESCRIPTION: Originating loans. This involves initial intake, quoting, document collection, finding the right lender, and processing the loan through closing. 2.DYLAN BRIGHT POSITION: Insurance producer NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/24/2025 ADDRESS: 45 Stetson Way, Rancho Mission Viejo CA 92694, United States DESCRIPTION: Provide life insurance options and collect/submit documents in underwriting process
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-16 |
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