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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-16 |
Branch Locations
1515 South El Camino Real, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 07/2016 | 11/2023 |
| San Mateo Credit Union | San Mateo | CA | 07/2016 | Present |
| Osaic, Investments, Inc. | Meriden | CT | 11/2023 | Present |
1.) Rental property. (1728 Calais Ct, Hayward CA 94541). Not Investment related. Rental Property. Owner. Stating 3/1/2026. Rental income. Approx 5 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-26 |
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