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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-03
CA RA APPROVED 2023-09-01
  • TX RA
    APPROVED_RES
    Since 2024-09-03
  • CA RA
    APPROVED
    Since 2023-09-01

Branch Locations

1122 E Lincoln Ave Suite 106, Orange, CA 92865 • 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. Lafayette CA 05/1993 11/2018
Royal Alliance Associates, Inc. Orange CA 11/2018 12/2021
Sagepoint Financial, Inc. Orange CA 01/2022 09/2023
Signator Investors, Inc Layfayette CA 04/2002 10/2018
Ametrine Financial & Insurance Services Orange CA 12/2014 Present
Osaic Wealth, Inc. Orange CA 09/2023 Present
  • 05/1993 → 11/2018
    Signator Investors, Inc.
    Lafayette, CA
  • 11/2018 → 12/2021
    Royal Alliance Associates, Inc.
    Orange, CA
  • 01/2022 → 09/2023
    Sagepoint Financial, Inc.
    Orange, CA
  • 04/2002 → 10/2018
    Signator Investors, Inc
    Layfayette, CA
  • 12/2014 → Present
    Ametrine Financial & Insurance Services
    Orange, CA
  • 09/2023 → Present
    Orange, CA
Previous Registrations
  • 2022-01-03 → 2023-09-01
    Osaic Services, Inc.
    Orange, CA
    Scottsdale, AZ
    Orange, CA
  • 2018-11-02 → 2021-12-31
    Orange, CA
    Lafayette, CA
  • 2002-01-24 → 2018-11-02
    Signator Investors, Inc.
    San Mateo, CA
    Orange, CA
    Anaheim, CA
    Culver City, CA
    Boston, MA
    Boston, MA
    Lafayette, CA
Other Businesses

1. AMETRINE FINANCIAL & INSURANCE SERVICES POSITION: Insurance Agent NATURE: Sole Proprietorship, INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1994 ADDRESS: 1122 E Lincoln Ave, Suite 106, Orange CA 92865, United States DESCRIPTION: Insurance sale 2. ETRINE PROPERTIES LLC POSITION: personal office and rental space in separate suite NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2020 ADDRESS: 1122 E Lincoln Ave, Suite 106, Orange CA 92865, United States DESCRIPTION: owner of personal office where I lease one suite #107 which has separate locking key and entrance from my office suite which is #106 3. AMINE MABSOUT, RENTAL PROPERTIES POSITION: property(s) Management NATURE: sole proprietorship - owned jointly with wife INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1998 ADDRESS: 1122 E Lincoln Ave, Suite 106, Orange CA 92865, United States DESCRIPTION: personal Condos real estate property 4. AMETRINE WEALTH STRATEGIES,LLC POSITION: Founder & Financial Advisor NATURE: Limited liability Company (LLC) INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 02/22/2024 ADDRESS: 1122 E Lincoln Ave Suite 106, Orange CA 92865, United States DESCRIPTION: This DBA is only used for my securities and advisory business through Osaic and for internal income allocation and tax purposes

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-27
S63 Uniform Securities Agent State Law Examination 1993-11-15
  • S65 Uniform Investment Adviser Law Examination
    1999-07-27
  • S63 Uniform Securities Agent State Law Examination
    1993-11-15
Other Names
  • Amine Mabsout

View on SEC IAPD

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