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Michael Duncan Mcquarrie

Osaic Wealth, Inc.

San Diego, CA

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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 2024-11-22
  • CA RA
    APPROVED
    Since 2024-11-22

Branch Locations

9920 Pacific Heights Blvd Ste 100, San Diego, CA 92121 • 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
Cfg Wealth Management San Diego CA 02/2021 Present
Securities America, Inc. San Diego CA 04/2024 06/2024
Whole Foods La Jolla CA 11/2020 02/2021
Rancho Carlsbad Golf Course Carlsbad CA 04/2020 07/2020
University Of California, San Diego La Jolla CA 09/2018 06/2022
Magdalena Ecke Family Ymca Encinitas CA 06/2017 09/2019
San Dieguito Academy High School Encinitas CA 08/2014 06/2018
Osaic Wealth, Inc. San Diego CA 06/2024 Present
  • 02/2021 → Present
    Cfg Wealth Management
    San Diego, CA
  • 04/2024 → 06/2024
    Securities America, Inc.
    San Diego, CA
  • 11/2020 → 02/2021
    Whole Foods
    La Jolla, CA
  • 04/2020 → 07/2020
    Rancho Carlsbad Golf Course
    Carlsbad, CA
  • 09/2018 → 06/2022
    University Of California, San Diego
    La Jolla, CA
  • 06/2017 → 09/2019
    Magdalena Ecke Family Ymca
    Encinitas, CA
  • 08/2014 → 06/2018
    San Dieguito Academy High School
    Encinitas, CA
  • 06/2024 → Present
    Osaic Wealth, Inc.
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
  • S66 Uniform Combined State Law Examination
    2024-11-07

View on SEC IAPD

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