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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-06-03 |
| CA | RA | APPROVED | 2024-01-19 |
Branch Locations
22800 Savi Ranch Parkway Suite 222, Yorba Linda, CA 92887 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Corona | CA | 08/2010 | 01/2024 |
| Osaic Wealth, Inc. | Yorba Linda | CA | 01/2024 | Present |
1) DAMON PIERSON; NON INV REL; INSURANCE SALES, PROPERTY&CASUALTY INS SALES, VARIOUS INSURANCE COMPANIES; INSURANCE SALES, PROPERTY&CASUALTY INS SALES, VARIOUS INSURANCE COMPANIES; 1/1/1996; 40HR/MO; 40HR/MO; INSURANCE SALES, PROPERTY&CASUALTY INS SALES, VARIOUS INSURANCE COMPANIES. 2)DAMON PIERSON; INV RELATED; 25537 RED HAWK RD CORONA, CA 92883; SERVICE EXISTING CLIENTS AND POSSIBLY WILL SELL IN FUTURE THROUGH THE BROKER DEALER AND APPROVED PRODUCTS; INSURANCE AGENT; 9/27/2010; 4HR/MO; 4HR/MO; SERVICE EXISTING CLIENTS AND SALES OF NEW PRODUCT. 3) PIERSON WEALTH MANAGEMENT POSITION: owner life agent NATURE: S-Corp for my OBA life, health and property casualty sales and service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 08/11/2017 ADDRESS: 25537 Red Hawk Rd, Corona CA 92883, United States DESCRIPTION: Life, Health and Property Casualty sales service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-01 |
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