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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 1997-07-08
  • CA RA
    APPROVED
    Since 1997-07-08

Branch Locations

80 Garden Court Suite 210, Monterey, CA 93940 • 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
Osaic Wealth, Inc. Monterey CA 11/1989 Present
Susan J. Rede Monterey CA 06/1984 Present
Susan J. Rede Monterey CA 01/1995 Present
  • 11/1989 → Present
    Monterey, CA
  • 06/1984 → Present
    Susan J. Rede
    Monterey, CA
  • 01/1995 → Present
    Susan J. Rede
    Monterey, CA
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-02-05
  • S63 Uniform Securities Agent State Law Examination
    1986-02-05
Designations
Other Names
  • Sue Rede

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