Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-06-03
CA RA APPROVED 2024-01-19
  • NV RA
    APPROVED
    Since 2026-06-03
  • CA RA
    APPROVED
    Since 2024-01-19

Branch Locations

Las Vegas, NV • United States

22800 Savi Ranch Parkway Suite 222, Yorba Linda, CA 92887 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodbury Financial Services, Inc Corona CA 08/2010 01/2024
Osaic Wealth, Inc. Yorba Linda CA 01/2024 Present
  • 08/2010 → 01/2024
    Woodbury Financial Services, Inc
    Corona, CA
  • 01/2024 → Present
    Yorba Linda, CA
Previous Registrations
  • 2010-08-17 → 2024-01-19
    Woodbury Financial Services, Inc.
    Corona, CA
    San Diego, CA
    Yorba Linda, CA
    Anaheim, CA
  • 2009-06-12 → 2010-09-15
    Irvine, CA
    Dallas, TX
  • 2005-06-21 → 2009-05-29
    Woodbury Financial Services, Inc.
    Corona, CA
    Corona, CA
    Costa Mesa, CA
  • 2003-11-24 → 2005-06-08
    Anaheim, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-11-22
S63 Uniform Securities Agent State Law Examination 1994-07-01
  • S65 Uniform Investment Adviser Law Examination
    2003-11-22
  • S63 Uniform Securities Agent State Law Examination
    1994-07-01

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Las Vegas, NV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor