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Bruce Keith Gendein

Osaic Wealth, Inc.

Valencia, CA

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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 2017-08-10
  • CA RA
    APPROVED
    Since 2017-08-10

Branch Locations

23734 Valencia Blvd. Suite 200, Valencia, CA 91355 • 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
Royal Alliance Associates, Inc. Woodland Hills CA 11/1989 Present
Senex Insurance Services, Inc Woodland Hills CA 01/1992 Present
  • 11/1989 → Present
    Royal Alliance Associates, Inc.
    Woodland Hills, CA
  • 01/1992 → Present
    Senex Insurance Services, Inc
    Woodland Hills, CA
Other Businesses

1) TRUSTEE POSITION: Trustee NATURE: Sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/08/1994 ADDRESS: 24615 Via Tecolote, Calabasas CA 91302, United States DESCRIPTION: Oversee the asset management, make distributions and do tax reporting 2) MCHENRY ADVISERS, INC. POSITION: Consultant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2021 ADDRESS: 134 East Main Street, New Albany OH 43054, United States DESCRIPTION: Assist closely held businesses in the implementation of qualified retirement plans. Meet with business owners to review insurance needs and explain retirement plan provisions. 3) FINANCIAL SECURITY SOLUTIONS, CORP. POSITION: client transition consultant and pension consultant NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2021 ADDRESS: 23734 Valencia Blvd. #200, Valencia CA 91355, United States DESCRIPTION: client transition and continuity from prior rep to Karen Malkoff-Hatton. Advise on pension matters.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-12-27
  • S63 Uniform Securities Agent State Law Examination
    1984-12-27
Designations
Other Names
  • Bruce K Gendein

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