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5531 Cancha De Golf Suite #105, Rancho Santa Fe, CA 92091 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2012-10-16 |
Branch Locations
5531 Cancha De Golf Suite #105, Rancho Santa Fe, CA 92091 • 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 |
|---|---|---|---|---|
| Acas Llc Dba Tate Asset Management | Rancho Santa Fe | CA | 06/2012 | Present |
| Dba- Dco Wealth Management, Inc. | San Diego | CA | 10/2009 | Present |
Dan Osgood is the President and CEO of DCO Wealth Management, Inc. Located at 11622 El Camino Real, Suite 100, San Diego, CA 92130, the firm provides financial organization services and all investment-related activity is overseen by Christopher Tate. This relationship began on January 1, 2015. Dan spends roughly 75 hours per month in this role, half of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-08 |
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