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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-06-08
  • WA RA
    APPROVED
    Since 2026-06-08

Branch Locations

1440 North 16Th Avenue, Yakima, WA 98902 • 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 Yakima WA 03/2026 Present
Alegria Advisors Yakima WA 02/2026 Present
Baker Boyer Bank Yakima WA 05/2011 Present
  • 03/2026 → Present
    Osaic Wealth
    Yakima, WA
  • 02/2026 → Present
    Alegria Advisors
    Yakima, WA
  • 05/2011 → Present
    Baker Boyer Bank
    Yakima, WA
Other Businesses

1. BBM FINANCIAL SERVICES - DBA ALEGRIA ADVISORS POSITION: Client Service Relationship Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 02/01/2026 ADDRESS: 1440 N 16th Ave, Yakima WA 98902, United States DESCRIPTION: client service and administration associate. 2. NOTARY POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2026 ADDRESS: 1440 N. 16th Ave, Yakima WA 98902, United States DESCRIPTION: Notary

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-06
  • S66 Uniform Combined State Law Examination
    2026-06-06

View on SEC IAPD

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