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Teresa Marie Updegraff

Osaic Wealth, Inc.

Napa, CA

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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 2026-07-13
  • CA RA
    APPROVED
    Since 2026-07-13

Branch Locations

1475 Fourth Street, Napa, CA 94559 • 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
Sonoma Wealth Advisors Sonoma CA 07/2021 07/2026
Flashpoint Leadership Indianapolis IN 08/2017 06/2020
Sonoma Leadership Systems Sonoma CA 02/2008 07/2017
Unemployed Sonoma CA 06/2020 07/2021
Osaic Wealth Inc Napa CA 07/2026 Present
  • 07/2021 → 07/2026
    Sonoma Wealth Advisors
    Sonoma, CA
  • 08/2017 → 06/2020
    Flashpoint Leadership
    Indianapolis, IN
  • 02/2008 → 07/2017
    Sonoma Leadership Systems
    Sonoma, CA
  • 06/2020 → 07/2021
    Unemployed
    Sonoma, CA
  • 07/2026 → Present
    Osaic Wealth Inc
    Napa, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-25
  • S65 Uniform Investment Adviser Law Examination
    2022-05-25

View on SEC IAPD

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