Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-11-02
NV RA APPROVED 2018-11-02
  • CA RA
    APPROVED
    Since 2018-11-02
  • NV RA
    APPROVED
    Since 2018-11-02

Branch Locations

Henderson, NV • United States

1101 Fremont Ave Suite 201, South Pasadena, CA 91030 • 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
Health Insurance Toluca Lake CA 01/2014 Present
Lifepro Financial Services San Diego CA 09/2013 Present
Zahorik Financial Pasadena CA 12/2014 Present
Self-Actor/Musician Henderson NV 01/1982 Present
Meridian Capital Upland CA 08/2014 Present
Zahorik Financial & Insurance Services, Inc. Pasadena CA 01/2015 Present
Signator Investors, Inc. Pasadena CA 05/2016 11/2018
Osaic Wealth, Inc. South Pasadena CA 11/2018 Present
  • 01/2014 → Present
    Health Insurance
    Toluca Lake, CA
  • 09/2013 → Present
    Lifepro Financial Services
    San Diego, CA
  • 12/2014 → Present
    Zahorik Financial
    Pasadena, CA
  • 01/1982 → Present
    Self-Actor/Musician
    Henderson, NV
  • 08/2014 → Present
    Meridian Capital
    Upland, CA
  • 01/2015 → Present
    Zahorik Financial & Insurance Services, Inc.
    Pasadena, CA
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Pasadena, CA
  • 11/2018 → Present
    South Pasadena, CA
Previous Registrations
Other Businesses

1)ZAHORIK FSI POSITION: Representative NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2019 ADDRESS: 1101 Fremont Ave Suite 201, South Pasadena CA 91030, United States DESCRIPTION: Teaching budgeting/ credit counseling/ employee benefits classes for an Employee Assistance Program 2)LIFEPRO FINANCIAL SERVICES POSITION: Agent NATURE: PROVIDE SUPPORT FOR INDEPENDENT INS AGENTS./IND INS SALES/ INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2013 ADDRESS: 11512 el Camino Real #100, San Diego CA 92130, United States DESCRIPTION: INDEPENDENT CONTRACTOR AND USE LIFEPRO AS SUPPORT FOR FIXED INS PRODUCTS 3) SELF - BRADLEY COLE POSITION: Sales NATURE: Health Insurance Agent - Independent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2014 ADDRESS: 2405 MOTIF COURT, HENDERSON, NV 89052 DESCRIPTION: Insurance Sales. HELPING CUSTOMERS WITH HEALTH INS NEEDS. ANSWERING QUESTIONS, NAVIGATING THE COVERED CA WEBSITE, HELPING TO FILL OUT APPS, AND CONSULTING WITH CUSTOMERS 4) ZAHORIK FINANCIAL SERVICES POSITION: Registered Rep, financial advisor, insurance sales NATURE: 3)ZAHORIK FINANCIAL/INVESTMENT RELATED/INSURANCE MARKETING ORG THAT PROVIDES SUPPORT FOR INDEPENDENT INS AGENTS/SALES REP/ INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2014 ADDRESS: 1101 Fremont Avenue #201, South Pasadena CA 91030, United States DESCRIPTION: PRESENTING FIXED INS PRODUCTS TO POTENTIAL CUSTOMERS 5) SELF - ACTOR/MUSISICIAN/COMPOSER/DIRECTOR/PRODUCER/AUTHOR POSITION: ACTOR/DIRECTOR/PRODUCER/SINGER SONGWRITER/ARTIST NATURE: INDEPENDENT/ SOLE PROPRIETOR INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1982 ADDRESS: 2405 Motif Court, Henderson NV 89052, United States DESCRIPTION: PERFORMING,DIRECTING, PRODUCING FOR/STAGE OR FOR TELEVISION AND FILM as an ACTOR/SINGER/MUSICIAN/also songwriter/composer/AUTHOR

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-06
S63 Uniform Securities Agent State Law Examination 2014-04-21
  • S65 Uniform Investment Adviser Law Examination
    2014-05-06
  • S63 Uniform Securities Agent State Law Examination
    2014-04-21
Designations
Other Names
  • Brad Cole
  • Brad Cole

View on SEC IAPD

More in Henderson, NV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor