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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-10 |
| CA | RA | APPROVED | 2025-04-09 |
| TX | RA | APPROVED | 2025-04-09 |
Branch Locations
2945 Townsgate Rd Ste 200, Westlake Village, CA 91361 • United States
West Hills, CA • United States
27441 Tourney Rd Ste 160, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 11/2013 | 02/2018 |
| Logix Fcu | Stevenson Ranch | CA | 11/2013 | 04/2025 |
| Lpl Financial Llc | Stevenson Ranch | CA | 02/2018 | 04/2025 |
| Osaic Wealth Inc | Valencia | CA | 04/2025 | Present |
1. 121 Patrick St POSITION: Owner NATURE: SFR rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 121 Patrick St Gastonia, NC 28052 DESCRIPTION: None 2. 204 Oakdale St POSITION: Owner NATURE: SFR rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2015 ADDRESS: 204 Oakdale St Gastonia, NC 28054 DESCRIPTION: None 3. 18850 Kilfinan St POSTION: Owner NATURE: SFR rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 STATE DATE: 03/02/2021 ADDRESS: 18850 Kilfinan ST Porter Ranch, CA 91326 DESCRIPTION: None 4. ARISTO WEALTH MANAGEMENT POSITION: Owner NATURE: S Corp INVESTMENT RELATIED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 1400 START DATE: 03/17/25 ADDRESS: 27441 Tourney Rd Suite 160 Valencia, CA 91355 DESCRIPTION: Owner, financial planner, wealth advisor Offerings: Annuities Securities Managed portfolios Life insurances 5. TRUCHOICE FINANCIAL POSITION: Wealth Advisor NATURE: Fixed annuity and life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2025 ADDRESS: 27441 TOURNEY RD, 160, VALENCIA CA 91355 DESCRIPTION: Offering life insurance and fixed annuities to clients/prospects 6. HIGHLAND CAPITAL POSITION: Wealth Advisor NATURE: Fixed annuity and life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2025 ADDRESS: 27441 TOURNEY RD, 160, VALENCIA CA 91355, United States DESCRIPTION: Offering life insurance and fixed annuities to clients/prospects
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-31 |
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