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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-10 |
| ID | RA | APPROVED | 2023-12-04 |
| CA | RA | APPROVED | 2011-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth Inc. | Lake Forest | CA | 11/1989 | Present |
1) CAPITAL RESOURCES GROUP POSITION: Owner NATURE: Business Checking Account INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/1989 ADDRESS: 22954 El Toro Rd., Lake Forest CA 92630, United States DESCRIPTION: Thischecking account is used to deposit the checks I collect from the brokers for their rent and monthly expense charges. I also pay theoffice expenses from this account. 2) STANLEY BRUNO POSITION: OWNER - NATURE: SOLE PROPRIETORSHIP - INVESTMENT RELATED: YES NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/11/1979 ADDRESS: 22954 EL TORO RD., LAKE FOREST CA 92630 DESCRIPTION: FIXED ANNUITY AND FIXED LIFE SALES. 3) STANLEY BRUNO POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: YES NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/15/1982 ADDRESS: 26172 FLINTLOCK LN., LAGUNA HILLS CA 92653 DESCRIPTION: I MANAGE MY PERSONAL RENTAL REAL ESTATE PROPERTIES. I ALSO HAVE A REAL ESTATE BROKERS LICENSE THAT IS CURRENTLY NOT BEING USED. HOWEVER, IF A SITUATION WAS TO BECOME AVAILABLE TO ME, I WOULD WANT THE OPTION TO USE THE LICENSE TO PURCHASE OR SELL A PROPERTY. 4) STANLEY BRUNO POSITION: Owner NATURE: This is a residential condo I have as a rental. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/15/1993 ADDRESS: 33266 Ocean Bright, Dana Point CA 92629, United States DESCRIPTION: Finding renters forthe property, collecting rents, paying bills and anything else that transpires with owning real estate. 5) STANLEY BRUNO POSITION: Owner NATURE: This is a residential condo I have as a rental. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2001 ADDRESS: 3603 Orangewood, Irvine CA 92618, United States DESCRIPTION: Finding renters forthe property, collecting rents, paying bills and anything else that transpires with owning real estate. 6) STANLEY BRUNO POSITION: owner NATURE: I own this property along with three other individuals as tenants in common. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/1993 ADDRESS: 22954 El Toro Rd., Lake Forest CA 92630, United States DESCRIPTION: Collecting rents from the individual reps in the office, paying bills and anything else that transpires with owning real estate.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-04-21 |
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