Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-07-08
  • WA RA
    APPROVED
    Since 2025-07-08

Branch Locations

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

Lynnwood, 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 03/2025 10/2025
Momentum Wealth Advisors Bellevue WA 02/2024 09/2025
Saltchuk Shared Services Seattle WA 12/2023 10/2025
Commercial Fishing In South East Alaska Petersburg AK 06/2017 09/2022
Student Seattle WA 09/2014 06/2022
Unemployed Seattle WA 06/2022 12/2023
Osaic Wealth, Inc Bellevue WA 10/2025 Present
Momentum Wealth Advisors Bellevue WA 10/2025 Present
  • 03/2025 → 10/2025
    Osaic Wealth
    Bellevue, WA
  • 02/2024 → 09/2025
    Momentum Wealth Advisors
    Bellevue, WA
  • 12/2023 → 10/2025
    Saltchuk Shared Services
    Seattle, WA
  • 06/2017 → 09/2022
    Commercial Fishing In South East Alaska
    Petersburg, AK
  • 09/2014 → 06/2022
    Student
    Seattle, WA
  • 06/2022 → 12/2023
    Unemployed
    Seattle, WA
  • 10/2025 → Present
    Bellevue, WA
  • 10/2025 → Present
    Momentum Wealth Advisors
    Bellevue, WA
Other Businesses

1. JB LEARNING LLC DBA CHESS CHEVRA POSITION: Chess Instructor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/23/2025 ADDRESS: 273 Montgomery Ave, Suite 205, Bala Cynwyd PA 19004, United States DESCRIPTION: I will be teaching a chess after-school program for middle school students. 2. MOMENTUM WEALTH ADVISORS POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/14/2025 ADDRESS: 10900 NE 4th St, Ste 2300 #2413, Bellevue WA 99201, United States DESCRIPTION: Insurance sales & service for various carriers. Marketing name for financial services business. Provide administrative support for office. 3. BLUE SPRUCE FINANCIAL, LLC POSITION: Founder NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/13/2026 ADDRESS: 18212 36th Ave W, J08, Lynnwood WA 98037, United States DESCRIPTION: This is my passthrough entity for business expenses and taxation (securities and insurance revenue).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-07
  • S66 Uniform Combined State Law Examination
    2025-07-07
Other Names
  • Ben Seran

View on SEC IAPD

More in Bellevue, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor