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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-01-30 |
Branch Locations
10900 Ne 4Th Street Ste 2300, #2413, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth | Bellevue | WA | 11/2023 | Present |
| Community First Bank \ Hfg Trust | Kennewick | WA | 07/2021 | 10/2023 |
| Esri | Redlands | CA | 06/2019 | 07/2021 |
| Student | Riverside | CA | 08/2015 | 06/2019 |
F-SQUARED ADVISORS POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/22/2024 ADDRESS: 10900 NE 4th St,, Ste. 2300 #2413, Bellevue WA 98004, United States DESCRIPTION: Support Osaic financial professionals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-27 |
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