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Jared Hamilton Dannis

Osaic Wealth, Inc.

Lafayette, 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 2018-11-02
  • CA RA
    APPROVED
    Since 2018-11-02

Branch Locations

3703 Mt Diablo Blvd, Lafayette, CA 94549 • 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
Signator Investors, Inc. Irvine CA 11/2008 11/2018
Royal Alliance Associates, Inc. Irvine CA 11/2018 Present
  • 11/2008 → 11/2018
    Signator Investors, Inc.
    Irvine, CA
  • 11/2018 → Present
    Royal Alliance Associates, Inc.
    Irvine, CA
Previous Registrations
Other Businesses

1)RENTAL PROPERTY POSITION: Home Owner/Landlord NATURE: Rental Home INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/10/2018 ADDRESS: 2232 Aspen St, Tustin CA 92782, United States DESCRIPTION: Making sure my renters are happy, rent is paid on time, all bills are paid on time 2)JARED H DANNIS - FIXED INSURANCE SALES POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/20/2008 ADDRESS: 32849 Charmes Ct, Temecula CA 92592, United States DESCRIPTION: Independent Life and Health Insurance Agent 3) JARED H DANNIS - DBA PACIFIC FINANCIAL PARTNERS - FIXED INSURANCE SALES POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/20/2008 ADDRESS: 32849 Charmes Ct, Temecula CA 92592, United States DESCRIPTION: Independent Life and Health Insurance Agent using Pacific Financial Partners as a DBA 4) TRUSTEE OF AN IMMEDIATE FAMILY MEMBERS IRREVOCABLE TRUST POSITION: Trustee NATURE: Trustee of my daughter's Irrevocable Trust created by her Grandma INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/18/2015 ADDRESS: 32849 Charmes Ct, Temecula CA 92592-9365, United States DESCRIPTION: View account performance, purchase CA Municipal Bonds

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-11
  • S66 Uniform Combined State Law Examination
    2009-05-11
Other Names
  • Jared Hamilton Dannis

View on SEC IAPD

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