Daryl Kent Weeden

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

• 10/2012 → 09/2017
  National Planning Corporation
  Loomis, CA
• 09/2017 → 06/2024
  Securities America Inc.
  Reno, NV
• 09/2017 → 06/2024
  Securities America Advisors
  Reno, NV
• 06/2024 → Present
  Osaic Wealth, Inc.
  Reno, NV
• 06/2024 → Present
  Osaic Wealth, Inc.
  Reno, NV

Previous Registrations

• 2017-09-15 → 2024-06-14
  Securities America Advisors, Inc.
  Reno, NV
  Loomis, CA
• 2012-10-09 → 2017-09-19
  National Planning Corporation
  El Segundo, CA
  Reno, NV
  Loomis, CA
• 2011-10-04 → 2012-10-12
  Lpl Financial Llc
  Sacramento, CA
  San Diego, CA
  Loomis, CA
• 2008-10-11 → 2011-10-04
  Securities America Advisors, Inc.
  Sacramento, CA
  Loomis, CA

Other Businesses

WEEDEN CAPITAL ASSET MANAGEMENT- DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-14
• S63 Uniform Securities Agent State Law Examination
  1993-02-22

Designations

• Certified Financial Planner