Christa S Varda

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → Present
  Zuk Financial
  San Dimas, CA
• 09/2013 → 11/2017
  National Planning Corporation
  Napa, CA
• 06/2017 → 01/2023
  Valley Wealth Strategies
  Napa, CA
• 11/2017 → 03/2023
  Lpl Financial, Llc
  Napa, CA
• 03/2023 → 06/2024
  Securities America, Inc.
  Laguna Hills, CA
• 03/2023 → 06/2024
  Securities America Advisors
  Laguna Hills, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Laguna Hills, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Laguna Hills, CA

Previous Registrations

• 2023-03-02 → 2024-06-14
  Securities America Advisors, Inc.
  Laguna Hills, CA
• 2017-10-20 → 2023-09-12
  Valley Wealth Strategies, Llc
  Napa, CA
• 2017-11-29 → 2018-04-06
  Lpl Financial Llc
  Lodi, CA
  Emeryville, CA
  Laguna Hills, CA
• 2017-06-30 → 2017-12-31
  Valley Wealth Strategies
  Napa, CA
• 2014-04-01 → 2017-11-29
  National Planning Corporation
  San Dimas, CA
  Emeryville, CA
  Napa, CA
  Emeryville, CA

Other Businesses

1. 25027 LA MANGUSTA, LAGUNA NIGUEL, CA 92677 POSITION: owner of property NATURE: Rental property that is for personal use INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2021 ADDRESS: 25027 La Mangusta, Laguna Niguel CA 92677 DESCRIPTION: Rental property for personal use 2. THE VARDA FAMILY TRUST POSITION: trustee/executor NATURE: This is a trust created as a protection for my personal assets (home, brokerage accounts, etc). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 25881 Spruce Ln., Laguna Hills CA 92653 DESCRIPTION: No activities. 3. CV FINANCIAL SERVICES POSITION: officer of corporation NATURE: Corporation name for tax purposes - S-corp INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 25881 Spruce Ln., Laguna Hills CA 92653 DESCRIPTION: There are no activities as this is just a s-corp created for tax filing

Exams

• S66 Uniform Combined State Law Examination
  2014-02-10