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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-08 |
| CA | RA | APPROVED | 2018-11-02 |
Branch Locations
2360 Professional Drive #200, Roseville, CA 95661 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Redwood City | CA | 08/2006 | 11/2018 |
| Osaic Wealth, Inc. | Redwood City | CA | 11/2018 | Present |
1. INSURANCE BROKER: LIFE, ANNUITIES, LTC, DI, VARIOUS CARRIERS THRU SII/CRUMP, START OF RELATIONSHIP: JUL 8, 2010. 2. PACIFIC FINANCIAL PARTNERS POSITION: Advisor NATURE: Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2024 ADDRESS: 2360 Professional Drive, Suite 200, Rosevilee CA 95661, United States DESCRIPTION: Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-14 |
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