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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-03 |
Branch Locations
56913 Yucca Trail Suite A, Yucca Valley, CA 92284 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Yucca Valley | CA | 01/2022 | 11/2023 |
| Idemia | Bloomington | MN | 10/1997 | 12/2021 |
| Osaic Wealth, Inc. | Yucca Valley | CA | 11/2023 | Present |
MG2 MANAGED SERVICES POSITION: Owner/Operator NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2019 ADDRESS: 7632 Fairway Dr., Yucca Valley CA 92284, United States DESCRIPTION: Managed Service Provider - IT services for small business RARICK FINANCIAL GROUP POSITION: Tax Preparer NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2022 ADDRESS: 56913 Yucca Trail, Ste A, Yucca Valley CA 92284, United States DESCRIPTION: Meet with clients to discuss and prepare tax returns and other tax related issues.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-05 |
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