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Scott Frederick Gilbert

Osaic Wealth, Inc.

Palos Verdes, 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 2024-01-19
  • CA RA
    APPROVED
    Since 2024-01-19

Branch Locations

Palos Verdes, CA • 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
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
  • 01/2014 → Present
    Scott Gilbert Productions Inc.
    Santa Monica, CA
  • 11/2015 → 01/2024
    Woodbury Financial Services Inc
    Santa Monica, CA
  • 01/2024 → Present
    Palos Verdes, CA
Previous Registrations
  • 2015-11-13 → 2024-01-19
    Woodbury Financial Services, Inc.
    Palos Verdes, CA
    Sherman Oaks, CA
    Costa Mesa, CA
    Santa Monica, CA
  • 2014-07-03 → 2015-11-20
    Burbank, CA
  • 2012-12-06 → 2014-02-06
    New England Securities
    Sherman Oaks, CA
  • 2010-03-10 → 2012-11-05
    Los Angeles, CA
    Westlake Village, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-02
S63 Uniform Securities Agent State Law Examination 2009-02-23
  • S65 Uniform Investment Adviser Law Examination
    2010-03-02
  • S63 Uniform Securities Agent State Law Examination
    2009-02-23
Other Names
  • Scott Gilbert

View on SEC IAPD

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