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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-07-24
  • VA RA
    APPROVED
    Since 2025-07-24

Branch Locations

729 Thimble Shoals Boulevard Suite 2E, Newport News, VA 23606 • 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
Fidelity Brokerage Services Llc Columbus OH 01/2018 02/2024
Full Time Student Columbus OH 08/2007 12/2017
Rockefeller Financial Llc Cincinnati OH 06/2024 07/2025
Unemployment Cincinnati OH 02/2024 03/2024
Boston Beer Company Cincinnati OH 03/2024 Present
Osaic Wealth, Inc Newport News VA 07/2025 Present
  • 01/2018 → 02/2024
    Fidelity Brokerage Services Llc
    Columbus, OH
  • 08/2007 → 12/2017
    Full Time Student
    Columbus, OH
  • 06/2024 → 07/2025
    Cincinnati, OH
  • 02/2024 → 03/2024
    Unemployment
    Cincinnati, OH
  • 03/2024 → Present
    Boston Beer Company
    Cincinnati, OH
  • 07/2025 → Present
    Newport News, VA
Previous Registrations
  • 2024-06-05 → 2024-08-30
    Cincinnati, OH
    Chicago, IL
  • 2020-06-09 → 2024-02-26
    Fidelity Personal And Workplace Advisors
    Columbus, OH
Other Businesses

SEAFORD ENTERPRISES POSITION: Planning Assistant NATURE: Seaford enterprises is the tax entity i am paid from for Eastburn and Associates Wealth management INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/04/2025 ADDRESS: 729 Thimble Shoals Blvd Ste 2e, newport news VA 23602, United States DESCRIPTION: Normal Business Activity. Planning Assistant, customer service and trading for clients and broker

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-14
  • S66 Uniform Combined State Law Examination
    2018-08-14
Other Names
  • Claire Marie Love
  • Claire Love

View on SEC IAPD

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