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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-15 |
Branch Locations
2447 Santa Clara Avenue Suite 203, Alameda, CA 94501 • United States
San Diego, CA • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Chatmeter | San Diego | CA | 08/2016 | 10/2016 |
| Adp | San Diego | CA | 12/2016 | 07/2017 |
| Speak Inc. | San Diego | CA | 07/2017 | 12/2018 |
| Zingle | Carlsbad | CA | 01/2019 | 01/2020 |
| Sitelock | Scottsdale | AZ | 03/2020 | 03/2021 |
| Netomi | San Mateo | CA | 04/2021 | 10/2022 |
| Klir | Reno | NV | 01/2023 | 11/2023 |
| Unemployed | San Diego | CA | 12/2023 | Present |
| Osaic Wealth, Inc. | Alameda | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-14 |
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