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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 | 2017-01-09 |
| CA | RA | APPROVED | 2013-05-31 |
Branch Locations
Grace Financial Services 190 N Wiget Lane, Suite 100, Walnut Creek, CA 94598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grace Financial Services | Oakland | CA | 05/1988 | Present |
| Vest Wel | Oakland | CA | 05/1988 | Present |
| Osaic Wealth, Inc. | Oakland | CA | 03/1996 | Present |
1. GRACE FINANCIAL SERVICES, INVESTMENT RELATED, 190 N WIGET LANE, #100 WALNUT CREEK, CA 94598, STATUTORY AGENT, STARTED 1982, 4-10 HOURS PER MONTH, 2 HOURS PER MONTH DURING STH, INSURANCE AGENT, OFFERING LIFE, DISABILITY, VARIABLE ANNUITIES AND LONG TERM CARE PRODUCTS. 2. GRACE FINANCIAL SERVICES, INVESTMENT RELATED, 190 N WIGET LANE, #100 WALNUT CREEK, CA 94598, OWNER, STARTED 1988, 60-70 HOURS PER MONTH, 6 HOURS DURING STH, SOLE OWNER OF GRACE FINANCIAL SERVICES A FINANCIAL PLANNING FIRM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-04 |
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