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Sandra Maria Penner

Osaic Institutions, Inc.

Meridiam, ID

Osaic Advisory Services, LLC

Meridian, ID

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-11-14
  • ID RA
    APPROVED
    Since 2025-11-14

Branch Locations

1111 S Silverstone Way - 1St Floor, Meridiam, ID 83642 • United States

Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-11-07
  • ID RA
    APPROVED
    Since 2025-11-07

Branch Locations

1111 S Silverstone Way Suite 120, Meridian, ID 83642 • 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
Citi Private Bank San Francisco CA 06/2010 05/2025
Citigroup Global Markets, Inc. San Francisco CA 06/2010 05/2025
Osaic Wealth, Inc. Meridian ID 06/2025 11/2025
Pfg Advisors, Llc Meridian ID 06/2025 11/2025
Osaic Institutions, Inc. Meriden CT 11/2025 Present
Osaic Advisory Services, Llc Meridian ID 11/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-25
S63 Uniform Securities Agent State Law Examination 1995-10-20
  • S66 Uniform Combined State Law Examination
    2005-07-25
  • S63 Uniform Securities Agent State Law Examination
    1995-10-20
Other Names
  • Sandra Maria Gorman
  • Sandra Coelho
  • Sandra Maria Gorman

View on SEC IAPD

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Melody Royer
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Other Offices

SIDDHI CAPITAL, LLC · MERIDIAN, ID
CLEAR CREEK FINANCIAL MANAGEMENT, LLC · Meridian, ID
HARRIS WEALTH MANAGEMENT, LLC · MERIDIAN, ID
TREASURE VALLEY FINANCIAL PLANNING · MERIDIAN, ID
CLEAR CREEK FINANCIAL MANAGEMENT, LLC · Meridian, ID
CLEAR CREEK FINANCIAL MANAGEMENT, LLC · Meridian, ID
EDWARD JONES · MERIDIAN, ID
EDWARD JONES · MERIDIAN, ID

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