Paul Alan Podrid

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1976 → Present
  Paul A Podrid
  Palo Alto, CA
• 01/1996 → Present
  Morgan Lev Financial Corp
  San Jose, CA
• 05/2000 → 12/2016
  Foothill Securities
  Los Altos, CA
• 12/2016 → 06/2024
  Securities America, Inc.
  San Jose, CA
• 12/2016 → 06/2024
  Securities America Advisors
  San Jose, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Jose, CA

Previous Registrations

• 2016-12-09 → 2024-06-14
  Securities America Advisors, Inc.
  San Jose, CA
  Palo Alto, CA
  San Jose, CA
• 2016-12-08 → 2016-12-09
  Arbor Point Advisors
  Lavista, NE
• 2000-08-18 → 2016-12-08
  Foothill Securities, Inc.
  San Jose, CA
  Santa Clara, CA
  Santa Clara, CA

Other Businesses

1. MORGAN LEV FINANCIAL CORP POSITION: Owner NATURE: Tax planning and preparation INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 01/01/1996 ADDRESS: 1625 The Alameda, Ste 206, San Jose CA 95126, United States DESCRIPTION: Tax preparation and planning services, minimal bookkeeping

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-02-02
• S63 Uniform Securities Agent State Law Examination
  1992-03-26

Designations

• Certified Financial Planner