Daniel Azeredo

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
MS	RA	APPROVED	2018-08-07
CO	RA	APPROVED	2016-09-30
NC	RA	APPROVED	2016-04-15
TX	RA	APPROVED_RES	2015-06-22
FL	RA	APPROVED	2009-12-01

MS RA
APPROVED

Since 2018-08-07
CO RA
APPROVED

Since 2016-09-30
NC RA
APPROVED

Since 2016-04-15
TX RA
APPROVED_RES

Since 2015-06-22
FL RA
APPROVED

Since 2009-12-01

Branch Locations

Georgetown, TX • United States

4800 North Federal Hwy. Suite 210A, Boca Raton, FL 33431 • 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

Organization	City	State	From	To
Anderson, Azeredo & Loice Cpa'S & Associates	North Palm Beach	FL	01/2007	07/2017
Royal Alliance Associates, Inc.	Boca Raton	FL	06/2009	08/2023
Osaic Wealth, Inc	Boca Raton	FL	08/2023	Present

01/2007 → 07/2017

Anderson, Azeredo & Loice Cpa'S & Associates

North Palm Beach, FL
06/2009 → 08/2023

Royal Alliance Associates, Inc.

Boca Raton, FL
08/2023 → Present

Osaic Wealth, Inc

Boca Raton, FL

Other Businesses

1) AZEREDO FINANCIAL SERVICES, INC POSITION: President NATURE: Corporation S election INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/14/2016 ADDRESS: 4800 US Highway, Suite 210A, Boca Raton FL 33431, United States DESCRIPTION: Entity used for purposes of liability, payroll and taxes 2) DANIEL AZEREDO POSITION: Sole Proprietor NATURE: Sole Proprietor Sole INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 2992 Frenchmens Passage, Palm Beach Gardens FL 33410, United States DESCRIPTION: Insurance Agent 3)DANIEL AZEREDO POSITION: sole proprietor NATURE: Business Consulting, accounting services, and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/14/2017 ADDRESS: 4800 US Highway, Suite 210A, Boca Raton FL 33431, United States DESCRIPTION: General business consulting and accounting services

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-11-03

S66 Uniform Combined State Law Examination

2009-11-03