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Jon Matthew Schrank

Osaic Wealth, Inc.

Orange, CA

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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 2023-11-03
  • CA RA
    APPROVED
    Since 2023-11-03

Branch Locations

631 East Chapman Avenue, Orange, CA 92866 • 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
Fsc Securities Corporation Orange CA 03/2002 11/2023
Fsc Securities Corporation Atlanta GA 05/2002 11/2023
Osaic Wealth, Inc. Orange CA 11/2023 Present
  • 03/2002 → 11/2023
    Fsc Securities Corporation
    Orange, CA
  • 05/2002 → 11/2023
    Fsc Securities Corporation
    Atlanta, GA
  • 11/2023 → Present
    Orange, CA
Previous Registrations
  • 2002-04-05 → 2023-11-03
    Fsc Securities Corporation
    Orange, CA
Other Businesses

JON SCHRANK, INSURANCE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1995 ADDRESS: 631 E. Chapman Ave Orange, Ca. 92866, Orange CA 92866, United States DESCRIPTION: I sell fixed insurance products through an independent agency away from the broker-dealer. Fixed insurance products include small group medical insurance, individual medical insurance plans, life insurance, disability insurance and long term care insurance. Insurance offered through, Jon Schrank, CFP. California Insurance License #0B49016

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-03-10
  • S63 Uniform Securities Agent State Law Examination
    1995-03-10
Designations

View on SEC IAPD

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