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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2013-12-13 |
Branch Locations
407 Uluniu Street Suite 211, Kailua, HI 96734 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcroberts & Associates | Kailua | HI | 01/1985 | Present |
| Osaic Wealth, Inc. | Kailua | HI | 01/1997 | Present |
| Mcroberts & Associates | Kailua | HI | 01/2023 | Present |
1. SANDRA H.S. MEW-MCROBERTS DBA MCROBERTS & ASSOCIATES CONSULTING POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2023 ADDRESS: 407 Uluniu St. #211, Kailua HI 96734, United States DESCRIPTION: TAX PREPARER / CONSULTANT 2. MCROBERTS & ASSOCIATES POSITION: Other - CONSULTANT NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2023 ADDRESS: 407 Uluniu St Ste 211, Kailua HI 96734, United States DESCRIPTION: CONSULTANT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-11-06 |
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