Eva Obregon

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

• 01/2014 → 03/2019
  Waddell & Reed, Inc
  Peoria, AZ
• 05/2014 → 03/2019
  Various Insurance Carriers For W&R Insurance Agencies
  Glendale, AZ
• 01/2015 → Present
  Eba Legacy Llc
  Phoenix, AZ
• 01/2014 → 03/2019
  Gals Prepared To Succeed Jr
  Phoenix, AZ
• 09/2017 → 03/2019
  Edward Janulis
  Peoria, AZ
• 08/2018 → Present
  Eva Obregon
  Glendale, AZ
• 03/2019 → 01/2025
  Lincoln Financial Advisors, Inc
  Glendale, AZ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Glendale, AZ

Previous Registrations

• 2019-03-26 → 2025-01-24
  Osaic Fa, Inc.
  Prescott Valley, AZ
  Glendale, AZ
• 2014-06-30 → 2019-03-28
  Waddell & Reed
  Scottsdale, AZ
  Peoria, AZ
  Peoria, AZ
  Las Vegas, NV
• 2010-12-15 → 2013-12-05
  Edward Jones
  Peoria, AZ
  St Louis, MO
  Phoenix, AZ

Other Businesses

1) EBA LEGACY, LLC. 24415 N 38TH TERRACE GLENDALE, AZ 85310 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: USES LLC TO MANAGE BUSINESS EXPENSES. START DATE: 01/2015 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 2 2) EVA OBREGON 24415 N 38TH TERRACE GLENDALE, AZ 85310 CATEGORY: NOTARY PUBLIC INVESTMENT RELATED: NO TITLE: NOTARY PUBLIC DUTIES: NOTARY PUBLIC USED AS A FREE SERVICE START DATE: 08/2018 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 2 3) EVA OBREGON 24415 N 38TH TERRACE GLENDALE, AZ 85310 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: BROKER CONTRACT DUTIES: ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE START DATE: 6/26/2019 HOURS PER MONTH: 6 HOURS PER MONTH DURING TRADING HOUR: 4 4) EVA OBREGON 24415 N 38TH TERRACE GLENDALE, AZ 85310 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT & HEALTH, DISABILITY AND TRADITIONAL LIFE INSURANCE ALONG WITH FIXED ANNUITIES. START DATE: 06/2019 HOURS PER MONTH: 6 HOURS PER MONTH DURING TRADING HOURS: 4 5) EVA OBREGON 24415 N 38TH TER GLENDALE, AZ 85310 CATEGORY: NOTARY PUBLIC INVESTMENT RELATED: NO TITLE: NOTARY PUBLIC DUTIES: NOTARIZE DOCUMENTS START DATE: 08/2018 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 2 6) EBA LEGACY, LLC 24415 N 38TH TER GLENDALE, AZ 85382 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: USES LLC TO MANAGE BUSINESS EXPENSES START DATE: 01/2015 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 2 7) EVA OBREGON 24415 N 38TH TER GLENDALE, AZ 85310 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT & HEALTH, DISABILITY AND TRADITIONAL LIFE INSURANCE ALONG WITH FIXED ANNUITIES START DATE: 06/2019 HOURS PER MONTH: 6 HOURS PER MONTH DURING TRADING HOURS: 4

Exams

• S66 Uniform Combined State Law Examination
  2010-12-13

Other Names

• Eva Mata