Best Investors Account Sign in

Luz De Sol Olmeda Morgan

Osaic Wealth, Inc.

Tustin, CA

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-08-23
  • CA RA
    APPROVED
    Since 2022-08-23

Branch Locations

1422 Edinger Avenue, Ste 230, Tustin, CA 92780 • 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
Liberty Capital Management Santa Ana CA 05/2017 Present
Tommy Bahama Restaurant Palm Desert CA 01/2014 05/2017
Royal Alliance Associates, Inc. Santa Ana CA 06/2021 Present
  • 05/2017 → Present
    Liberty Capital Management
    Santa Ana, CA
  • 01/2014 → 05/2017
    Tommy Bahama Restaurant
    Palm Desert, CA
  • 06/2021 → Present
    Royal Alliance Associates, Inc.
    Santa Ana, CA
Other Businesses

1) My outside business activity is "Alant Consulting" and I provide clerical services such as research, filing, event planning and scheduling. I started the OBA in June 2018 and I devote about 20 hours a month outside of trading hours. The address is my home address: 2700 Peterson Pl Unit 3G Costa Mesa CA 92626 2) LIBERTY CAPITAL MANAGEMENT, INC. POSITION: Director of Client Experience NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 90 START DATE: 05/22/2017 ADDRESS: 1422 Edinger Ave, Tustin CA 90780, United States DESCRIPTION: Administrative work only 3) ALANT CONSULTING POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 1422 Edinger Ave, Tustin CA 92780, United States DESCRIPTION: Clerical services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-22
  • S66 Uniform Combined State Law Examination
    2022-08-22
Other Names
  • Sol Morgan
  • Luz Morgan
  • Luz De Sol Olmeda Gonzalez
  • Luz De Sol Olmeda Morgan

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tustin, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor