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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-04
  • CA RA
    APPROVED
    Since 2026-06-04

Branch Locations

6200 Canoga Ave. Suite #375, Woodland Hills, CA 91367 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kge Wealth Management Woodland Hills CA 08/2015 01/2017
Securities America, Inc. Woodland Hills CA 01/2017 06/2024
Kge Wealth Mgmt Woodland Hills CA 06/2024 Present
Osaic Wealth Inc Woodland Hills CA 09/2024 Present
  • 08/2015 → 01/2017
    Kge Wealth Management
    Woodland Hills, CA
  • 01/2017 → 06/2024
    Securities America, Inc.
    Woodland Hills, CA
  • 06/2024 → Present
    Kge Wealth Mgmt
    Woodland Hills, CA
  • 09/2024 → Present
    Woodland Hills, CA
Other Businesses

Name: Insurance Sales Position: Insurance sales - Nature: Insurance - Investment Related: No Hours: 200 - Securities Trading Hours: 200 - Start Date: 09/08/2016 Address: 5959 Topanga Canyon Blvd, #250, Woodland Hills CA 91367

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-03
  • S66 Uniform Combined State Law Examination
    2026-06-03

View on SEC IAPD

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