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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott Gilbert Productions Inc. | Santa Monica | CA | 01/2014 | Present |
| Woodbury Financial Services Inc | Santa Monica | CA | 11/2015 | 01/2024 |
| Osaic Wealth, Inc. | Palos Verdes | CA | 01/2024 | Present |
1. SCOTT GILBERT INSURANCE SERVICES POSITION: owner NATURE: sole prop. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2011 ADDRESS: 13949 Ventura Blvd, #330, Sherman Oaks CA 91423 DESCRIPTION: sale of life, health, disability, long term care, fixed annuities, property and casualty insurance 2. SCOTT GILBERT INSURANCE SERVICES POSITION: President NATURE: insurance services falls under Scott Gilbert Productions Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2011 ADDRESS: 1884 Trudie Drive, Rancho Palos Verdes CA 90275, United States DESCRIPTION: sale of life, health, disability, long term care, fixed annuities, property and casualty insurance 3. SCOTT GILBERT PRODUCTIONS INC. POSITION: president NATURE: corporation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/19/2012 ADDRESS: 1884 Trudie Drive, Rancho Palos Verdes CA 90275, United States DESCRIPTION: photo and film production 4. O'BRIEN GILBERT REALTY I, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2019 ADDRESS: 1884 Trudie Drive, Rancho Palos Verdes CA 90275, United States DESCRIPTION: own rental properties 5. OBRIEN GILBERT REALTY 3, LLC POSITION: owner NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 12732 West Nogles Drive, Sun City West AZ 85375, United States DESCRIPTION: manage reservations for rental. organize cleaner. 6.SMP 307 POSITION: assistant secretary NATURE: assistant secretary for fraternal group that meets at night. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2026 ADDRESS: 926 Santa Monica Blvd, Santa Monica CA 90403, United States DESCRIPTION: keep notes of meetings. no advertising no business cards. no securities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-23 |
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