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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
22800 Savi Ranch Pkwy Suite 222, Yorba Linda, CA 92887 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jack Keeter & Associates | Anaheim | CA | 09/2016 | 05/2019 |
| Wells Fargo Bank | Anaheim Hills | CA | 06/2014 | 09/2016 |
| Woodbury Financial Services Inc | Yorba Linda | CA | 05/2019 | 01/2024 |
| Osaic Wealth, Inc. | Yorba Linda | CA | 01/2024 | Present |
1. WEBER WEALTH ADVISORS POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: 22800 Savi Ranch Pkwy, Yorba Linda CA 92887, United States DESCRIPTION: The sale and solicitation of term life, fixed life insurance, fixed and equity indexed annuities
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 2016-11-29 |
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