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Grant Michael Lockwood

Osaic Wealth, Inc.

Irvine, CA

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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 2026-02-02
  • CA RA
    APPROVED
    Since 2026-02-02

Branch Locations

17400 Laguna Canyon Road Suite 125, Irvine, CA 92618 • 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
Oakwood Wealth Partners Irvine CA 04/2022 04/2023
California State Polytechnic University Pomona CA 07/2019 05/2023
Grade And High School Irvine CA 01/2007 05/2019
Assetmark Financial Holdings, Inc. Trabuco Canyon CA 06/2023 01/2026
Assetmark Brokerage, Llc Trabuco Canyon CA 10/2023 01/2026
Osaic Wealth, Inc Irvine CA 01/2026 Present
  • 04/2022 → 04/2023
    Oakwood Wealth Partners
    Irvine, CA
  • 07/2019 → 05/2023
    California State Polytechnic University
    Pomona, CA
  • 01/2007 → 05/2019
    Grade And High School
    Irvine, CA
  • 06/2023 → 01/2026
    Assetmark Financial Holdings, Inc.
    Trabuco Canyon, CA
  • 10/2023 → 01/2026
    Assetmark Brokerage, Llc
    Trabuco Canyon, CA
  • 01/2026 → Present
    Osaic Wealth, Inc
    Irvine, CA
Previous Registrations
  • 2024-02-23 → 2026-02-04
    Assetmark, Inc.
    Trabuco Canyon, CA
    Encino, CA
    Concord, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-23
S63 Uniform Securities Agent State Law Examination 2023-12-28
  • S65 Uniform Investment Adviser Law Examination
    2024-02-23
  • S63 Uniform Securities Agent State Law Examination
    2023-12-28
Other Names
  • Grant Lockwood

View on SEC IAPD

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