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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-10
ID RA APPROVED 2023-12-04
CA RA APPROVED 2011-06-22
  • TX RA
    APPROVED
    Since 2024-05-10
  • ID RA
    APPROVED
    Since 2023-12-04
  • CA RA
    APPROVED
    Since 2011-06-22

Branch Locations

22954 El Toro Road, Lake Forest, CA 92630 • 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
Osaic Wealth Inc. Lake Forest CA 11/1989 Present
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-04-21
  • S63 Uniform Securities Agent State Law Examination
    1982-04-21
Designations
Other Names
  • Stan Bruno

View on SEC IAPD

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