Barbara Susan Shufani

Current Employers

Employment History

• 06/2005 → Present
  Wes Reed Construction
  Ventura, CA
• 05/2006 → Present
  Icm
  Camarillo, CA
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 08/2010 → 12/2022
  Sathers Insurance Agency
  Ventura, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Camarillo, CA

Previous Registrations

• 2020-10-22 → 2023-09-01
  Osaic Services, Inc.
  Camarillo, CA

Other Businesses

1. INDEPENDENT CAPITAL MANAGEMENT; INVESTMENT RELATED; 770 PASEO CAMARILLO DR 130 CAMARILLO CA 93010; STATUTORY AGENT; 01/2007; 5 HRS/MTH; 5 HRS DURING TRADING; SALE OF LIFE INSURANCE AND VARIABLE ANNUITIES. 2. BOBBIE SHUFANI ART POSITION: artist NATURE: sale of personal art INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1962 ADDRESS: 770 paseo camarillo, 130, camarillo CA 93010, United States DESCRIPTION: as explained to compliance i have not produced a new piece of artwork or sold anything or shown in a gallery for almost 9 year 3. IN HOME SUPPORTIVE SERVICES POSITION: in home care provider NATURE: state agency INVESTMENT RELATED: No NUMBER OF HOURS: 21 SECURITIES TRADING HOURS: 87 START DATE: 04/11/2018 ADDRESS: po box 942850, sacramento CA 94250, United States DESCRIPTION: i care for my daughter with a disability 4. BARBARA SHUFANI POSITION: hoa board member NATURE: individual INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 8600 n. bank, ventura CA 93004, United States DESCRIPTION: attend board meetings, review proposals, review violations and other duties as assigned

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-16
• S63 Uniform Securities Agent State Law Examination
  2006-11-27

Other Names

• Bobbie Shufani
• Barbara Susan Dockery