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Graham Kirby Wright

Osaic Institutions, Inc.

Walnut Creek, CA

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-01-19
  • CA RA
    APPROVED
    Since 2017-01-19

Branch Locations

2185 N. California Blvd Ste 250, Walnut Creek, CA 94596 • 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
Thrivent Investment Management Inc Walnut Creek CA 04/2009 11/2016
Thrivent Financial For Lutherans Appleton WI 07/2009 11/2016
First Brokerage America, Llc Walnut Creek CA 12/2016 01/2017
Infinex Investments, Inc. Meriden CT 01/2017 Present
  • 04/2009 → 11/2016
    Thrivent Investment Management Inc
    Walnut Creek, CA
  • 07/2009 → 11/2016
    Thrivent Financial For Lutherans
    Appleton, WI
  • 12/2016 → 01/2017
    First Brokerage America, Llc
    Walnut Creek, CA
  • 01/2017 → Present
    Infinex Investments, Inc.
    Meriden, CT
Previous Registrations
Other Businesses

1.) First Bank

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-25
  • S66 Uniform Combined State Law Examination
    2009-06-25
Designations

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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