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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-09
CO RA APPROVED 2026-04-09
  • CA RA
    APPROVED
    Since 2026-04-09
  • CO RA
    APPROVED
    Since 2026-04-09

Branch Locations

Denver, CO • United States

3900 S Wadsworth Blvd Ste 207, Lakewood, CO 80235 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Osaic Wealth, Inc Folsom CA 01/2026 Present
Iron Point Financial Advisors Folsom CA 05/2025 Present
Grateful Grass Solutions Denver CO 04/2025 11/2025
University Of Denver Denver CO 01/2022 06/2022
University Of Missouri - Foremost Dairy Columbia MO 10/2019 08/2020
Osaic Wealth, Inc. Folsom CA 05/2025 01/2026
University Of Denver Denver CO 09/2020 06/2024
Unemployed Denver CO 06/2024 04/2025
Father Tolton Catholic High School Columbia MO 08/2016 05/2020
  • 01/2026 → Present
    Folsom, CA
  • 05/2025 → Present
    Iron Point Financial Advisors
    Folsom, CA
  • 04/2025 → 11/2025
    Grateful Grass Solutions
    Denver, CO
  • 01/2022 → 06/2022
    University Of Denver
    Denver, CO
  • 10/2019 → 08/2020
    University Of Missouri - Foremost Dairy
    Columbia, MO
  • 05/2025 → 01/2026
    Folsom, CA
  • 09/2020 → 06/2024
    University Of Denver
    Denver, CO
  • 06/2024 → 04/2025
    Unemployed
    Denver, CO
  • 08/2016 → 05/2020
    Father Tolton Catholic High School
    Columbia, MO
Other Businesses

1. NO BUSINESS ENTITY POSITION: Independent Contractor NATURE: One off landscaping job for a friend where compensation of $25 per hour is received. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2026 ADDRESS: 9601 East Iliff Ave APT 1140, Denver CO 80231, United States DESCRIPTION: I will be raking up rocks, mulch, and leaves into separate piles. 2. LIFE AND HEALTH INSURANCE POSITION: Life and Health Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 06/01/2026 ADDRESS: 3900 S Wadsworth Blvd, Suite 207, Lakewood CO 80235, United States DESCRIPTION: Selling/managing life and health insurance policies for clients in the state of Colorado and California. 3. CORE INCOME ADVISORS POSITION: Financial Advisor NATURE: Core Income Advisors is a BGA that is helping me get appointed to different sponsor companies. INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 90 START DATE: 05/19/2026 ADDRESS: 5940 Golden Hills Dr, Minneapolis MN 55416, United States DESCRIPTION: Getting appointed to sponsor companies and managing insurance products through Osaic wealth with the help of Core Income Advisors 4. GRATEFUL GRASS SOLUTIONS POSITION: Landscaping Tech NATURE: Landscaping work/ Aeration INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 05/22/2026 ADDRESS: 2628 S Cimarron St, Aurora CO 80231, United States DESCRIPTION: Aerating Lawns for a local landscaping company.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-08
  • S66 Uniform Combined State Law Examination
    2026-04-08

View on SEC IAPD

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