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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-11
OR RA APPROVED 2024-04-05
  • TX RA
    APPROVED
    Since 2024-07-11
  • OR RA
    APPROVED
    Since 2024-04-05

Branch Locations

18654 Willamette Dr #100, West Linn, OR 97068 • United States

537 High St Se, Salem , OR 97301 • 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
Securities America, Inc. West Linn OR 10/2017 05/2018
Orange Theory Fitness West Linn OR 06/2017 09/2017
Sii Investments, Inc. Appleton WI 06/2014 10/2017
Oregon Wealth Management West Linn OR 08/2012 05/2018
Securities America, Inc. West Linn OR 05/2018 05/2023
Rediscover The Falls Oregon City OR 09/2017 09/2018
The Legacy Group, Ltd. Salem OR 05/2023 Present
Osaic Wealth, Inc. West Linn OR 04/2024 Present
  • 10/2017 → 05/2018
    Securities America, Inc.
    West Linn, OR
  • 06/2017 → 09/2017
    Orange Theory Fitness
    West Linn, OR
  • 06/2014 → 10/2017
    Sii Investments, Inc.
    Appleton, WI
  • 08/2012 → 05/2018
    Oregon Wealth Management
    West Linn, OR
  • 05/2018 → 05/2023
    Securities America, Inc.
    West Linn, OR
  • 09/2017 → 09/2018
    Rediscover The Falls
    Oregon City, OR
  • 05/2023 → Present
    The Legacy Group, Ltd.
    Salem, OR
  • 04/2024 → Present
    West Linn, OR
Other Businesses

1. Member of the Lake Oswego Rotary Club, Member of the Milwaukie-Portland Elks Club 2. YAMHILL VALLEY VINEYARDS POSITION: Shareholder/part-owner NATURE: Shareholder of a non-public winery INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2023 ADDRESS: 16250 SW Oldsville Rd., McMinnville, OR 97128 DESCRIPTION: Part owner of a winery, picking up wine dividends, and drinking wine 3. NOTARY POSITION: Notary NATURE: Notary, no charge. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2024 ADDRESS: 18654 Willamette Dr., #100, West Linn, OR 97068 DESCRIPTION: Notarize documents 4. OREGON WEALTH ADVISORS LLC POSITION: OWNER NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 11817 SE 28TH, MILWAUKIE, OR 97222 DESCRIPTION: LLC used for tax purposes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-13
S63 Uniform Securities Agent State Law Examination 2022-11-22
  • S66 Uniform Combined State Law Examination
    2024-03-13
  • S63 Uniform Securities Agent State Law Examination
    2022-11-22
Other Names
  • Lexi Rae Hamersly

View on SEC IAPD

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