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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
425 W. Bonita Ave. Ste 210, San Dimas, CA 91773 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Diamond Bar | CA | 02/1999 | 01/2024 |
| Osaic Wealth, Inc. | San Dimas | CA | 01/2024 | Present |
1. OPINDER MARWAH, INVESTMENT RELATED, INSURANCE, 1370 S VALLEY VISTA DR #221, DIAMOND BAR, CA, 91765, LIFE AGENT, REGISTED REP/ACCCOUNT EXECUTIVE, STARTED 05/99, DEBOTE 15-20HRS/MNTH, SELL & SERVICE TRADITIONAL PRODUCTS 2.OPINDER MARWAH POSITION: Agent NATURE: Insurance business INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2001 ADDRESS: 425 W. Bonita Ave.,, Ste 210, San Dimas CA 91773, United States DESCRIPTION: Offer various fixed insurance products such as term life, disability and health. 3.PRAB MARWAH POSITION: Sole Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2026 ADDRESS: 1802 Jeanna Place, Upland CA 91784, United States DESCRIPTION: Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-04 |
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