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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth | Yakima | WA | 03/2026 | Present |
| Baker Boyer | Yakima | WA | 08/2013 | 02/2026 |
| Alegria Advisors | Yakima | WA | 02/2026 | Present |
1. YAKIMA VALLEY MEMORIAL FOUNDATION POSITION: Board Member NATURE: Healthcare foundation that provides funding for healthcare initiatives and support in the Yakima Valley. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2026 ADDRESS: 3111 Tieton Drive, Yakima WA 98902, United States DESCRIPTION: Board member, allocation and review committee member, 2. ALEGRIA ASSET MANAGEMENT POSITION: Vice President of Business Development NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2026 ADDRESS: 1440 N 16th Ave, Ste 2, Yakima WA 98902, United States DESCRIPTION: Business development for financial planning and investment management. 3. CENTRAL WASHINGTON STATE FAIR POSITION: Board Member NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2026 ADDRESS: 1301 S Fair Ave., Yakima WA 98901, United States DESCRIPTION: Discuss state fair business, usage of grounds by other organizations, and structure of the Central Washington State Fair.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-10 |
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