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Andre Lee

Osaic Wealth, Inc.

Diamond Bar, CA

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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 2026-04-01
  • CA RA
    APPROVED
    Since 2026-04-01

Branch Locations

21671 Gateway Center Dr Suite 112, Diamond Bar, CA 91765 • 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
Pasadena City College Pasadena CA 09/2024 06/2025
Mister Car Wash Alhambra CA 02/2024 09/2024
Colombo's Italian Restaurant Los Angeles CA 09/2023 02/2024
Evangelical Formosan Church Of Alhambra Alhambra CA 06/2023 08/2023
Cal State Fullerton University, Fullerton Fullerton CA 07/2025 Present
None Temple City CA 01/2016 06/2023
Osaic Wealth Inc Diamond Bar CA 03/2026 Present
  • 09/2024 → 06/2025
    Pasadena City College
    Pasadena, CA
  • 02/2024 → 09/2024
    Mister Car Wash
    Alhambra, CA
  • 09/2023 → 02/2024
    Colombo's Italian Restaurant
    Los Angeles, CA
  • 06/2023 → 08/2023
    Evangelical Formosan Church Of Alhambra
    Alhambra, CA
  • 07/2025 → Present
    Cal State Fullerton University, Fullerton
    Fullerton, CA
  • 01/2016 → 06/2023
    None
    Temple City, CA
  • 03/2026 → Present
    Osaic Wealth Inc
    Diamond Bar, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-25
  • S66 Uniform Combined State Law Examination
    2025-08-25

View on SEC IAPD

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LAGOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC

Other Investors

K PATRICK LEE
FAITH LEE
K PAMELA LEE
FRANK PAUL SCHWEITZER
JOSEPH LLOYD MCADAMS
KURT LEE NEILAN
LISA ANNE SILVA
RANDY WING LOUIE

Other Offices

SYNDICATED CAPITAL, INC. · DIAMOND BAR, CA
THE FINANCIAL GROUP · DIAMOND BAR, CA
VALUETECH PRIVATE ADVISORS · DIAMOND BAR, CA
ASHVA CAPITAL MANAGEMENT LLC · DIAMOND BAR, CA
LLG WEALTH MANAGEMENT · DIAMOND BAR, CA
MML INVESTORS SERVICES, LLC · Diamond Bar, CA
OSAIC WEALTH, INC. · DIAMOND BAR, CA
LAGOS WEALTH ADVISORS · DIAMOND BAR, CA

More in Diamond Bar, CA

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