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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-12 |
Branch Locations
8880 Cal Center Drive Suite 220, Sacramento, CA 95826-3229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Financial Advisors | Sacramento | CA | 06/2024 | 01/2025 |
| Boise State University | Boise | ID | 08/2020 | 05/2024 |
| Autozone | Boise | ID | 09/2021 | 05/2024 |
| Holiday Lighting Pro Llc | Boise | ID | 09/2022 | 02/2024 |
| Go 4 Pizza | Rancho Murieta | CA | 06/2017 | 06/2020 |
| Unemployed | Boise | ID | 07/2020 | 05/2021 |
| Go 4 Pizza | Rancho Murieta | CA | 05/2021 | 08/2021 |
| Go 4 Pizza | Rancho Murieta | CA | 05/2022 | 08/2022 |
| Retirement Security Centers / Lincoln Financial Advisors | Sacramento | CA | 05/2022 | 08/2022 |
| Go 4 Pizza | Rancho Murieta / Rancho Cordova | CA | 05/2023 | 08/2023 |
| Pleasant Grove High School | Elk Grove | CA | 08/2016 | 05/2020 |
| Osaic Wealth, Inc. | Sacramento | CA | 01/2025 | Present |
1. RETIREMENT SECURITY CENTERS, LLC POSITION: Employee - Financial Paraplanner NATURE: The structure of this business is an LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 150 START DATE: 04/07/2025 ADDRESS: 8880 Cal Center Drive, Suite #220, Sacramento CA 95826, United States DESCRIPTION: I am a registered representative (CA Broker and CA IAR) of Osaic Wealth, non-contracted, working as a Financial Paraplanner to two advisors in the Retirement Security Centers LLC office. I prepare client review materials, client service items, prepare paperwork, process paperwork, answer phone calls, call sponsor / custodian companies, research products, place transactions, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-09 |
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