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William Andrew Doukas

Osaic Wealth, Inc.

Pismo Beach, CA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2012-03-16
IN RA APPROVED 2012-03-05
WA RA APPROVED 2011-01-21
CA RA APPROVED 2005-12-14
  • NV RA
    APPROVED
    Since 2012-03-16
  • IN RA
    APPROVED
    Since 2012-03-05
  • WA RA
    APPROVED
    Since 2011-01-21
  • CA RA
    APPROVED
    Since 2005-12-14

Branch Locations

310 James Way Suite 120, Pismo Beach, CA 93449 • 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
David Irwin And Assoc Grover Beach CA 07/1995 Present
Osaic Wealth, Inc. Grover Beach CA 01/1996 Present
  • 07/1995 → Present
    David Irwin And Assoc
    Grover Beach, CA
  • 01/1996 → Present
    Grover Beach, CA
Other Businesses

1) IRWIN & ASSOCIATES, INC. , 310 JAMES WAY, SUITE 120 PISMO BEACH, CA 93449, INVESTMENT RELATED, OFFICE MANAGER STARTED 07/05/1995 SPEND 80 HRS A MONTH ALL DURING TRADING HOURS. I CONDUCT PAYROLL, COMPLIANCE, RESEARCH, GENARAL BUSINESS DUTIES. 2) INSURACE POSITION: Advisor NATURE: All insurance done through Advisor Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/14/2020 ADDRESS: 310 James Way, Suite 120, Pismo Beach CA 93449, United States DESCRIPTION: Life Insurance, legacy annuities, Long term care 3) WEST COAST & CAL POLY RUGBY POSITION: Other - Non Paid Coach NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 ADDRESS: 4755 Snapdragon, San Luis Obispo CA 93401, United States DESCRIPTION: Rugby Coach and Event Coordinator & Director 4) ESH ENTERPRISES & WEST COAST SEVENS POSITION: CFO NATURE: Corp Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 310 James Way, Pismo Beach CA 93449, United States DESCRIPTION: Event Coordinator & Director of youth sports for a non-profit, and cfo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-08
S63 Uniform Securities Agent State Law Examination 1996-03-22
  • S65 Uniform Investment Adviser Law Examination
    2006-04-08
  • S63 Uniform Securities Agent State Law Examination
    1996-03-22

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