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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-19
  • CA RA
    APPROVED
    Since 2024-01-19

Branch Locations

22800 Savi Ranch Pkwy Suite 222, Yorba Linda, CA 92887 • 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
Van Cline & Associates Laguna Hills CA 01/1984 Present
Van Cline & Associates Laguna Hills CA 01/1984 Present
Sentra Securities Corporation Laguna Hills CA 11/1998 Present
Aig Financial Advisors, Inc. Phoenix AZ 10/2005 Present
Woodbury Financial Services Woodbury MN 11/2005 01/2024
Van Cline & Assoc Ins Services Laguna Hills CA 01/1992 Present
Osaic Wealth, Inc. Yorba Linda CA 01/2024 Present
  • 01/1984 → Present
    Van Cline & Associates
    Laguna Hills, CA
  • 01/1984 → Present
    Van Cline & Associates
    Laguna Hills, CA
  • 11/1998 → Present
    Sentra Securities Corporation
    Laguna Hills, CA
  • 10/2005 → Present
    Aig Financial Advisors, Inc.
    Phoenix, AZ
  • 11/2005 → 01/2024
    Woodbury Financial Services
    Woodbury, MN
  • 01/1992 → Present
    Van Cline & Assoc Ins Services
    Laguna Hills, CA
  • 01/2024 → Present
    Yorba Linda, CA
Previous Registrations
  • 2006-05-30 → 2024-01-19
    Woodbury Financial Services, Inc.
    Yorba Linda, CA
    Laguna Hills, CA
    Yorba Linda, CA
  • 2005-10-31 → 2005-11-14
    Osaic Services, Inc.
    Phoenix, AZ
  • 1998-11-30 → 2005-10-31
    Sentra Securities Corporation
    Laguna Hills, CA
Other Businesses

1) VAN CLINE & ASSOCIATES INSURANCE SERVICES INC; NONINV RELATED; 24422 AVENIDA DE LA CARLOTA, #340, LAGUNA HILLS, CA 92653, START 02/01/1983; FIXED LIFE INSURANCE SALES, LIFE & ANNUITY, PRESIDENT/OWNER; 30HR/MON; 10HR/MON 2) THE COCHOCTON FOUNDATION; NON INV REL; 220 S 4TH STREET COSHOCTON, OH 43812; COLLEGE SCHOLARSHIP TRUST IN MEMORY OF MY LATE FATHER. COSHOCTON, OH WAS HIS BIRTHPLACE; CO GRANTOR; 10/21/2011; 0HR/MO; 0HR/MO; I AM A GRANTOR OF A SCHOLARSHIP FUND IN MEMORY OF MY LATE FATHER. APPROX. 30 MINUTES ARE SPENT ANNUALLY TO CHOOSE A RECIPIENT OF A $2,000 SCHOLARSHIP. 3) VAN CLINE & ASSOCIATES INSURANCE SERVICES, INC. POSITION: President/Owner NATURE: Corporation. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 02/01/1983 ADDRESS: 24422 Avenida de la Carlota, Suite 340, Laguna Hills CA 92653, United States DESCRIPTION: Fixed life insurance and fixed annuity sales. 4) ALBERT VAN CLINE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 02/01/1983 ADDRESS: 22800 Savi Ranch Pkwy, Suite 222, Yorba Linda CA 92887, United States DESCRIPTION: Fixed life insurance and fixed annuity sales. 5) WEBER WEALTH ADVISORS POSITION: Investment Adviosr Representative/ Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 11/01/2022 ADDRESS: 22800 Savi Ranch Pkwy, Yorba Linda CA 92887, United States DESCRIPTION: All duties of a financial advisor. This is a marketing name for the services we preform with Woodbury financial Services.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-11-20
  • S63 Uniform Securities Agent State Law Examination
    1996-11-20

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