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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-18 |
Branch Locations
4250 Executive Square Suite #700, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Fa, Inc. | La Jolla | CA | 10/2024 | Present |
| The Spot | La Jolla | CA | 06/2022 | 09/2022 |
| Santa Clara University | Santa Clara | CA | 09/2020 | 10/2024 |
| St. Augustine High School | North Park | CA | 09/2016 | 09/2020 |
| St. John School | Encinitas | CA | 10/2014 | 09/2016 |
| Lincoln Financial Advisors | La Jolla | CA | 06/2023 | 09/2023 |
| Osaic Wealth, Inc. | La Jolla | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-09 |
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