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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 2025-02-13
  • CA RA
    APPROVED
    Since 2025-02-13

Branch Locations

701 Palomar Airport Rd Suite 300, Carlsbad, CA 92011 • United States

1140 South Tremont Street, Oceanside, CA 92054 • United States

Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-07
  • CA RA
    APPROVED
    Since 2025-01-07

Branch Locations

1110 Iron Point Rd Ste 160, Folsom, CA 95630 • 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
Weber State University Ogden UT 06/2022 04/2024
University Of Utah Salt Lake City UT 05/2024 12/2024
Ras Financial Services Folsom CA 01/2024 Present
Folsom Middle School Folsom CA 08/2015 06/2018
Vista Del Lago High School Folsom CA 08/2018 05/2022
Osaic Wealth Inc Folsom CA 10/2024 Present
  • 06/2022 → 04/2024
    Weber State University
    Ogden, UT
  • 05/2024 → 12/2024
    University Of Utah
    Salt Lake City, UT
  • 01/2024 → Present
    Ras Financial Services
    Folsom, CA
  • 08/2015 → 06/2018
    Folsom Middle School
    Folsom, CA
  • 08/2018 → 05/2022
    Vista Del Lago High School
    Folsom, CA
  • 10/2024 → Present
    Folsom, CA
Other Businesses

1. IRON POINT FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/04/2025 ADDRESS: 1110 Iron Point Road, Suite 160, Folsom CA 95630, United States DESCRIPTION: Insurance 2. RAS FINANCIAL & INSURANCE SERVICES INC. POSITION: Financial Advisor NATURE: THIS IS WHERE I RECEIVE MY COMPENSATION FROM AS A SALARIED ADVISOR. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 03/01/2024 ADDRESS: 1110 Iron Point Road, Suite 160, Folsom CA 95630, United States DESCRIPTION: Financial Advisor working in an assistant role as well as an advisor role.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-22
  • S66 Uniform Combined State Law Examination
    2024-12-22

View on SEC IAPD

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