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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-19
FL RA APPROVED 2024-01-19
TX RA APPROVED_RES 2024-01-19
  • CA RA
    APPROVED
    Since 2024-01-19
  • FL RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

3070 Bristol St Ste 500, Costa Mesa, CA 92626-3083 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodbury Financial Services, Inc. Huntington Beaxch CA 08/1993 01/2024
Osaic Wealth, Inc. Costa Mesa CA 01/2024 Present
  • 08/1993 → 01/2024
    Woodbury Financial Services, Inc.
    Huntington Beaxch, CA
  • 01/2024 → Present
    Costa Mesa, CA
Previous Registrations
  • 2006-03-24 → 2024-01-19
    Woodbury Financial Services, Inc.
    Huntington Beach, CA
    Costa Mesa, CA
Other Businesses

1. WIRA TJAKRA; NONINV RELATED; COSTA MESA,CA; SALE OF HEALTH INSURANCE; INSURNACE AGENT; 04/01/1994; 1HR/MON; .05 HR/MON 2. TJAKRA WEALTH MANAGEMENT POSITION: Registered Rep/IAR NATURE: Its going to be my DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2014 ADDRESS: 3070 Bristol St., Suite 500, Costa Mesa CA 92626, United States DESCRIPTION: I will still be doing the same thing, and this will just be a DBA.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-16
S63 Uniform Securities Agent State Law Examination 1993-09-10
  • S65 Uniform Investment Adviser Law Examination
    2006-03-16
  • S63 Uniform Securities Agent State Law Examination
    1993-09-10
Other Names
  • Wira Tjakra

View on SEC IAPD

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