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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-02
  • CA RA
    APPROVED
    Since 2025-06-02

Branch Locations

Chicago, IL • United States

6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • 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
Fidelity Investments Jacksonville FL 12/2023 08/2024
Sorenson Communications Riverside CA 01/2023 12/2023
Priority1 Ontario CA 07/2022 11/2022
Amazon Moreno Valley CA 06/2021 06/2022
Cal State Fullerton Vice President'S Office Hrdi Fullerton CA 11/2019 06/2021
Map Communications Riverside CA 05/2018 02/2019
United States Navy Chicago IL 10/2017 12/2017
Galaxy Theatres Riverside CA 04/2017 08/2017
California State University Fullerton Fullerton CA 07/2019 06/2021
Riverside City College Riverside CA 02/2018 06/2019
Martin Luther King Jr High School Riverside CA 08/2014 06/2017
Hanna Interpreting Services Riverside CA 10/2023 12/2023
Osaic Fa Inc. Irvine CA 08/2024 Present
Osaic Wealth, Inc. Irvine CA 01/2025 Present
  • 12/2023 → 08/2024
    Fidelity Investments
    Jacksonville, FL
  • 01/2023 → 12/2023
    Sorenson Communications
    Riverside, CA
  • 07/2022 → 11/2022
    Priority1
    Ontario, CA
  • 06/2021 → 06/2022
    Amazon
    Moreno Valley, CA
  • 11/2019 → 06/2021
    Cal State Fullerton Vice President'S Office Hrdi
    Fullerton, CA
  • 05/2018 → 02/2019
    Map Communications
    Riverside, CA
  • 10/2017 → 12/2017
    United States Navy
    Chicago, IL
  • 04/2017 → 08/2017
    Galaxy Theatres
    Riverside, CA
  • 07/2019 → 06/2021
    California State University Fullerton
    Fullerton, CA
  • 02/2018 → 06/2019
    Riverside City College
    Riverside, CA
  • 08/2014 → 06/2017
    Martin Luther King Jr High School
    Riverside, CA
  • 10/2023 → 12/2023
    Hanna Interpreting Services
    Riverside, CA
  • 08/2024 → Present
    Osaic Fa Inc.
    Irvine, CA
  • 01/2025 → Present
    Irvine, CA
Other Businesses

1. SPECIAL OLYMPICS YOUNG PROFESSIONALS BOARD POSITION: Member NATURE: Volunteering and fundraising as a member of the Special Olympics Young Professionals Board. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 2324 W Fulton St, Chicafgo IL 60612, United States DESCRIPTION: Volunteer and fundraise throughout the year on behalf of the Special Olympics as a member of the Young Professionals Board. 2. PTMMCC, LLC POSITION: Operations Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/20/2026 ADDRESS: 6101 Bollinger Canyon Rd, Suite 225, San Ramon CA 94583, United States DESCRIPTION: Operations Assistant paid through LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-27
S63 Uniform Securities Agent State Law Examination 2024-02-27
  • S66 Uniform Combined State Law Examination
    2025-05-27
  • S63 Uniform Securities Agent State Law Examination
    2024-02-27
Other Names
  • Logan Marts

View on SEC IAPD

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