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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-26 |
| CA | RA | APPROVED | 2017-06-05 |
Branch Locations
100 East Thousand Oaks Boulevard Suite 172, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Thousand Oaks | CA | 07/2001 | Present |
1. NRF FINANCIAL SERVICES POSITION: Owner NATURE: This is an S-Corp., Sole Proprietor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/12/2017 ADDRESS: 2436 Haymarket St, Thousand Oaks CA 91362, United States DESCRIPTION: This is an S-Corp to pay the expenses of my office. I will be conducting all my secureites business as before with Royal Alliance at my office at 100 E. Thousnand Oaks Blvd Suite 172, Thousand Oaks, CA 91360. 2. TORY VISO POSITION: Owner NATURE: Sole Proprietor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2021 ADDRESS: 2436 Haymarket Street, Thousnad Oaks CA 91362, United States DESCRIPTION: I own2 rental homes. I do the paperwork and arrange for repairs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-02 |
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