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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
3201 Danville Boulevard Suite 190, Alamo, CA 94507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | San Diego | CA | 04/2006 | 03/2018 |
| Unemployed | Martinez | CA | 03/2018 | 08/2018 |
| Lincoln Financial Advisors | Alamo | CA | 08/2018 | 01/2025 |
| Osaic Wealth, Inc. | Alamo | CA | 01/2025 | Present |
1. WALDRON PARTNERS LLC POSITION: Director of Investments NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 174 SECURITIES TRADING HOURS: 98 START DATE: 08/20/2018 ADDRESS: 3201 Danville Blvd, Ste 190, Alamo CA 94507, United States DESCRIPTION: I manage and implement investment models for the book of business of Waldron Partners LLC, whose only partner is Peter Waldron, a registered selling rep with Osaic Wealth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-08 |
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