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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2012-03-16 |
| IN | RA | APPROVED | 2012-03-05 |
| WA | RA | APPROVED | 2011-01-21 |
| CA | RA | APPROVED | 2005-12-14 |
Branch Locations
310 James Way Suite 120, Pismo Beach, CA 93449 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Irwin And Assoc | Grover Beach | CA | 07/1995 | Present |
| Osaic Wealth, Inc. | Grover Beach | CA | 01/1996 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-22 |
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