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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
80 Garden Court Suite 210, Monterey, CA 93940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Monterey | CA | 11/1989 | Present |
| Susan J. Rede | Monterey | CA | 06/1984 | Present |
| Susan J. Rede | Monterey | CA | 01/1995 | Present |
1. SUSAN J. REDE, CORPORATE REGISTERED INVESTMENT ADVISOR, INVESTMENT RELATED, 80 GARDEN COURT, SUITE 210 MONTEREY, CA 93940, OWNER, STARTED 1998, LESS THAN 1 HOURS PER YEAR, LESS THAN 1 HOUR PER YEAR DURING STH, CORPORATE RIA WITH LORING WARD (BUCKINGHAM STRATEGIC PARTNERS). 2. SUSAN J. REDE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1984 ADDRESS: 80 Garden Court, Suite 210, Monterey CA 93940, United States DESCRIPTION: OCCASSIONALLY MAY SELL TERM, WHOLE LIFE, LONG-TERM CARE INSURANCE EITHER DIRECTLY THROUGH INSURANCE COMPANY OR VIA REFERRAL TO SOMEONE MORE ACTIVELY INVOLVED IN THE INSURANCE INDUSTRY. 3. SUSAN J. REDE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1995 ADDRESS: 80 GARDEN COURT, SUITE 210, Monterey CA 93940, United States DESCRIPTION: INCOME TAX PREPARATION
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-05 |
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