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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-01-29
  • WA RA
    APPROVED
    Since 2026-01-29

Branch Locations

18700 N Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

103 Palouse Street, Wenatchee, WA 98801 • 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
Ups Spokane WA 06/2016 09/2016
Went To College At Ewu Cheney WA 09/2016 04/2017
Cashmere Valley Bank Wenatchee WA 05/2017 Present
Investment Professionals, Inc. San Antonio TX 05/2017 06/2018
Lpl Financial Llc Wenatchee WA 06/2018 01/2026
Osaic Wealth, Inc. Wenatchee WA 01/2026 Present
  • 06/2016 → 09/2016
    Ups
    Spokane, WA
  • 09/2016 → 04/2017
    Went To College At Ewu
    Cheney, WA
  • 05/2017 → Present
    Cashmere Valley Bank
    Wenatchee, WA
  • 05/2017 → 06/2018
    Investment Professionals, Inc.
    San Antonio, TX
  • 06/2018 → 01/2026
    Wenatchee, WA
  • 01/2026 → Present
    Wenatchee, WA
Previous Registrations
  • 2019-05-10 → 2026-02-03
    Wenatchee, WA
    Wenatchee, WA
    San Diego, CA
    Leavenworth, WA
Other Businesses

MEYERS WEALTH MANAGEMENT GROUP LLC POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/30/2026 ADDRESS: 103 Palouse St, #5, Wenatchee WA 98801, United States DESCRIPTION: Agent MEYERS WEALTH MANAGEMENT GROUP LLC POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/09/2026 ADDRESS: 103 Palouse St, #5, Wenatchee WA 98801, United States DESCRIPTION: Doing the securities and advisor work of Osaic

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-09
  • S66 Uniform Combined State Law Examination
    2019-05-09

View on SEC IAPD

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