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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
50 California Street Suite 1500, San Francisco, CA 94111 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Woodbury Financial Services | San Francisco | CA | 05/1990 | 01/2024 |
| Osaic Wealth, Inc. | San Francisco | CA | 01/2024 | Present |
FERD GARCIA MANAGEMENT POSITION: Owner NATURE: Business Expenses INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2021 ADDRESS: 201 Mission St., Ste 1200, San Francisco CA 94105, United States DESCRIPTION: use business account for business purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-03 |
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