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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 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
2603 Camino Ramon Ste 406, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | San Ramon | CA | 04/1992 | 01/2024 |
| Osaic Wealth, Inc. | San Ramon | CA | 01/2024 | Present |
1) DIANA CHAN; NONINVT REL; 2603 CAMINO RAMON STE 406, SAN RAMON CA 94583; FIXED INSURANCE SALES; INSURANCE AGENT; START 02/01/2007; 1 HR/MTH; 1 HR/MTH DURING TRADING; TRADITIONAL LINES OF INSURANCE. 2) DIANA CHAN; NONINVT REL; 2603 CAMINO RAMON STE 406, SAN RAMON CA 94583; EQUITY INDEXED ANNUITIES, FIXED INDEXED ANNUITIES; REGISTERED REPRESENTATIVE, INSURANCE AGENT; START 11/24/2009; 1 HR/MTH; 1 HR/MTH DURING TRADING; DISCUSS FEATURES/BENEFITS OF FIXED INDEXED ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-10 |
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