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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-12 |
Branch Locations
6390 Greenwich Drive Suite 215, San Diego, CA 92122 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Diego Wealth Management | San Diego | CA | 07/2013 | 06/2022 |
| Sagepoint Financial, Inc. | San Diego | CA | 04/2017 | 06/2022 |
| Valley National Bank | Morristown | NJ | 06/2022 | 04/2025 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 05/2025 | 03/2026 |
| Osaic Wealth, Inc. | San Diego | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-26 |
| S65 | Uniform Investment Adviser Law Examination | 2003-03-20 |
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