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Timothy James Bunker

Osaic Wealth, Inc.

Peoria, AZ

CRD 2242660

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-05-28
CO RA APPROVED 2018-11-02
  • AZ RA
    APPROVED
    Since 2024-05-28
  • CO RA
    APPROVED
    Since 2018-11-02

Branch Locations

Peoria, AZ • 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
Signator Investors, Inc. Glendale AZ 05/2016 11/2018
Royal Alliance Associates, Inc. Glendale AZ 11/2018 Present
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Glendale, AZ
  • 11/2018 → Present
    Royal Alliance Associates, Inc.
    Glendale, AZ
Previous Registrations
  • 2017-04-25 → 2018-11-02
    Signator Investors, Inc.
    Glendale, AZ
    Honolulu, HI
    Honolulu, HI
    Lafayette, CA
  • 2009-09-04 → 2016-05-13
    Glendale, AZ
    Honolulu, HI
  • 2007-11-14 → 2009-09-04
    Transamerica Financial Advisors, Inc.
    Glendale, AZ
    Phoenix, AZ
    Phoenix, AZ
Other Businesses

1) BUNKER FINANCIAL SERVICES, INC, 5763 W. CORRINE DR, GLENDALE, AZ, OWNER/MANAGER, DBA NAME FOR FIXED LIFE AND ANNUITY SALES, INV-RELATED, 200 HRS/MO 2) BUNKER FINANCIAL SERVICES INC. POSITION: President NATURE: S Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 25 START DATE: 02/07/2005 ADDRESS: 13944 N. 71st Lane, Peoria AZ 85381-5053, United States DESCRIPTION: I sell and service life insurance, fixed annuities, group health insurance and disability insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-13
S63 Uniform Securities Agent State Law Examination 1992-05-22
  • S65 Uniform Investment Adviser Law Examination
    2007-09-13
  • S63 Uniform Securities Agent State Law Examination
    1992-05-22

View on SEC IAPD

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