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Chani Marie Ronda Trench

Osaic Wealth, Inc.

Idaho Falls, ID

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-06-14
  • ID RA
    APPROVED
    Since 2024-06-14

Branch Locations

410 Memorial Dr Suite 206, Idaho Falls, ID 83402 • 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
Securities Service Network, Inc Idaho Falls ID 10/2014 09/2020
Ssn Advisory, Inc Idaho Falls ID 10/2014 09/2020
Securities America, Inc. Idaho Falls ID 09/2020 06/2024
Securities America Advisors, Inc. Idaho Falls ID 09/2020 06/2024
Osaic Wealth, Inc. Idaho Falls ID 06/2024 Present
Osaic Wealth, Inc. Idaho Falls ID 06/2024 Present
  • 10/2014 → 09/2020
    Securities Service Network, Inc
    Idaho Falls, ID
  • 10/2014 → 09/2020
    Ssn Advisory, Inc
    Idaho Falls, ID
  • 09/2020 → 06/2024
    Securities America, Inc.
    Idaho Falls, ID
  • 09/2020 → 06/2024
    Securities America Advisors, Inc.
    Idaho Falls, ID
  • 06/2024 → Present
    Idaho Falls, ID
  • 06/2024 → Present
    Idaho Falls, ID
Previous Registrations
  • 2020-09-18 → 2024-06-14
    Securities America Advisors, Inc.
    Idaho Falls, ID
  • 2014-10-27 → 2020-09-18
    Ssn Advisory, Inc.
    Idaho Falls, ID
  • 2009-04-23 → 2014-10-28
    Pingree, ID
    St Louis, MO
    Idaho Falls, ID
Other Businesses

IDAHO FALLS FINANCIAL POSITION: Investment Advisor Representative NATURE: Advisory Affiliation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 10/27/2014 ADDRESS: 410 Memorial Dr Suite 206, Idaho Falls ID 83402 DESCRIPTION: Investment Advisory Services, Investments and Securities Sales IDAHO FALLS ROTARY CLUB POSITION: Secretary NATURE: Rotary Club Civic Organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2015 ADDRESS: PO Box 50335, Idaho Falls ID 83405 DESCRIPTION: Attend weekly lunch meeting, attend monthly board meeting, record the meeting minutes. IDAHO FALLS FINANCIAL POSITION: Owner NATURE: Licensed Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 10/27/2014 ADDRESS: 410 Memorial Dr Suite 206, Idaho Falls ID 83402 DESCRIPTION: Offering sale of suitable insurance solutions, and servicing existing contracts DBA - Idaho Falls Financial

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-09
  • S66 Uniform Combined State Law Examination
    2009-04-09
Other Names
  • Ronda Lynn Dance

View on SEC IAPD

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