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18 Orinda Way, Orinda, CA 94563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-27 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-12 |
| CO | RA | APPROVED | 2025-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Place Wealth Advisors | Orinda | CA | 08/2025 | 01/2026 |
| Persefoni Ai Inc. | Denver | CO | 01/2025 | 08/2025 |
| Environmental Resources Management Inc. | Denver | CO | 07/2023 | 01/2025 |
| Noble Network Of Charter Schools - Pritzker College Prep. | Chicago | IL | 07/2021 | 07/2023 |
| Christ The King Catholic School | Milwaukie | OR | 07/2019 | 07/2023 |
| Student - Gonzaga University | Spokane | WA | 07/2015 | 07/2019 |
| Osaic Wealth, Inc. | Orinda | CA | 11/2025 | Present |
| Park Place Wealth Advisors | Orinda | CA | 01/2026 | Present |
1. PARK PLACE WEALTH ADVISORS, INC. POSITION: Partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 09/01/2025 ADDRESS: 18 Orinda Way, Orinda CA 94563, United States DESCRIPTION: Client investment Management, Financial planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-11 |
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