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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-03-17 |
Branch Locations
19782 Macarthur Blvd Suite 270, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc | Newport Beach | CA | 04/2016 | Present |
1. ANTHONY COCO POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2024 ADDRESS: 389 Robinson Drive, Tustin CA 92782, United States DESCRIPTION: Meeting with clients and assessing need for risk management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-09 |
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