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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 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24

Branch Locations

8880 Cal Center Drive Suite 220, Sacramento, CA 95826-3229 • 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
Lincoln Financial Advisors Corporation Sacramento CA 05/2024 01/2025
Retirement Security Centers Sacramento CA 01/2024 Present
Schultz Boone & Silva Sacramento CA 04/2023 01/2024
Round Table Pizza Sacramento CA 01/2022 04/2023
Patio 29 Winters CA 03/2021 08/2022
Pacific Sunwear Sacramento CA 01/2018 06/2020
Vans Thousand Oaks CA 05/2017 11/2017
Unemployed Sacramento CA 06/2020 03/2021
Full Time Student Sacramento CA 01/2014 05/2017
Osaic Wealth, Inc. Sacramento CA 01/2025 Present
  • 05/2024 → 01/2025
    Lincoln Financial Advisors Corporation
    Sacramento, CA
  • 01/2024 → Present
    Retirement Security Centers
    Sacramento, CA
  • 04/2023 → 01/2024
    Schultz Boone & Silva
    Sacramento, CA
  • 01/2022 → 04/2023
    Round Table Pizza
    Sacramento, CA
  • 03/2021 → 08/2022
    Patio 29
    Winters, CA
  • 01/2018 → 06/2020
    Pacific Sunwear
    Sacramento, CA
  • 05/2017 → 11/2017
    Vans
    Thousand Oaks, CA
  • 06/2020 → 03/2021
    Unemployed
    Sacramento, CA
  • 01/2014 → 05/2017
    Full Time Student
    Sacramento, CA
  • 01/2025 → Present
    Sacramento, CA
Previous Registrations
  • 2024-07-31 → 2025-01-24
    Osaic Fa, Inc.
    Sacramento, CA
Other Businesses

1. RETIREMENT SECURITY CENTERS, LLC POSITION: Financial Para Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 01/29/2024 ADDRESS: 8880 Cal Center Dr. #220, Sacramento CA 95826, United States DESCRIPTION: Assisting Financial Planners with meeting prep, follow up and other activities of running the business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-27
  • S66 Uniform Combined State Law Examination
    2024-07-27

View on SEC IAPD

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