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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-01-30
  • WA RA
    APPROVED
    Since 2024-01-30

Branch Locations

10900 Ne 4Th Street Ste 2300, #2413, Bellevue, WA 98004 • United States

Seattle, WA • 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
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
  • 11/2023 → Present
    Osaic Wealth
    Bellevue, WA
  • 07/2021 → 10/2023
    Community First Bank \ Hfg Trust
    Kennewick, WA
  • 06/2019 → 07/2021
    Esri
    Redlands, CA
  • 08/2015 → 06/2019
    Student
    Riverside, CA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-27
  • S66 Uniform Combined State Law Examination
    2024-01-27

View on SEC IAPD

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