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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-24 |
| GA | RA | APPROVED | 2022-03-25 |
| CA | RA | APPROVED | 2021-11-02 |
Branch Locations
4364 Town Center Boulevard Suite 211, El Dorado Hills, CA 95762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2017 | 11/2021 |
| 3M Company | St. Paul | MN | 01/2015 | 12/2016 |
| Osaic Wealth, Inc. | El Dorado Hills | CA | 08/2021 | Present |
CANTORBRIDGE FINANCIAL POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 37 START DATE: 11/01/2021 ADDRESS: 4364 Town Center Boulevard, Suite 211, El Dorado Hills CA 95762, United States DESCRIPTION: Financial Planning, Wealth Management, Asset Management.I provide maintenance, administration, and client management for the firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-27 |
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