Fany Marissa Hirales

Current Employers

Employment History

• 02/2010 → 02/2023
  Independent Capital Management
  San Diego, CA
• 03/2010 → 09/2023
  Sagepoint Financial
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  San Diego, CA

Previous Registrations

• 2015-11-04 → 2023-09-01
  Osaic Services, Inc.
  San Diego, CA

Other Businesses

1)INDEPENDENT CAPITAL MANAGEMENT POSITION: LIFE/HEALTH INSURANCE AGENT; NATURE: CORPORATION; INVESTMENT RELATED: YES; START DATE: 03/31/2010; 30 HRS/MTH; 0 HRS DURING TRADING; ADDRESS: 3131 CAMINO DEL RIO N SUITE 1150, SAN DIEGO CA 92108 DESCRIPTION: Sale of traditional life insurance products. 2)Employee of Independent Capital Management POSITION: EMPLOYEE; Investment related: YES; START DATE: 03/31/2010; 160 hrs/mo; 130 hrs/mo during trading; ADDRESS: 3131 Camino del Rio N Suite 810, San Diego, CA 92108 DESCRIPTION: Employee of ICM. 3)ICM LENDING; POSITION: MORTGAGE LOAN ORIGINATOR; NATURE: CORPORATION; 8 HRS/MTH; 0 HRS DURING TRADING; START DATE: 03/31/2010; ADDRESS: 3131 CAMINO DEL RIO N SUITE 1150, SAN DIEGO CA 92018 DESCRIPTION: REFERRAL OF MORTGAGE BUSINESS. 4)COINBASE,INC. POSITION: User NATURE: This isn't business related, it is a personal account. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/03/2021 ADDRESS: 100 Pine Street, Suite 1250, San Francisco CA 94111, United States DESCRIPTION: Cryptocurrency exchange based in San Francisco, CA. 5) HIRALES WEALTH SOLUTIONS POSITION: OWNER NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 05/26/2023 ADDRESS: 7830 westside drive apt 202, San Diego CA 92108, United States DESCRIPTION: Owner of the company, administrative duties.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-15
• S63 Uniform Securities Agent State Law Examination
  2010-03-19

Designations

Other Names

• Fany M Hirales
• Marissa Hirales