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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 |
Branch Locations
21671 Gateway Center Dr Suite 112, Diamond Bar, CA 91765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Diamond Bar | CA | 11/2010 | 01/2024 |
| Osaic Wealth, Inc. | Diamond Bar | CA | 01/2024 | Present |
RENA Z. LI POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/16/1999 ADDRESS: 21671 Gateway Center Dr., Diamond Bar CA 91765, United States DESCRIPTION: Introduce appropriate traditional life & health insurance and non-variable annuity based on clients' needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-09 |
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