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Cole David Dimarco

Osaic Wealth, Inc.

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

Branch Locations

17400 Laguna Canyon Road Suite 125, Irvine, CA 92618 • 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 Fa, Inc. Irvine CA 09/2024 01/2025
Preston Ventures Aliso Viejo CA 06/2023 06/2024
Student At The University Of Mississippi Oxford MS 06/2022 06/2023
Student At The University Of Mississippi Oxford MS 06/2021 06/2022
Student At The University Of Mississippi Oxford MS 06/2020 06/2021
Student At The University Of Mississippi Oxford MS 06/2019 06/2020
Unemployed Huntington Beach CA 06/2018 06/2019
Unemployed Huntington Beach CA 06/2017 06/2018
Unemployed Huntington Beach CA 06/2016 06/2017
Osaic Wealth, Inc. Irvine CA 01/2025 Present
  • 09/2024 → 01/2025
    Osaic Fa, Inc.
    Irvine, CA
  • 06/2023 → 06/2024
    Preston Ventures
    Aliso Viejo, CA
  • 06/2022 → 06/2023
    Student At The University Of Mississippi
    Oxford, MS
  • 06/2021 → 06/2022
    Student At The University Of Mississippi
    Oxford, MS
  • 06/2020 → 06/2021
    Student At The University Of Mississippi
    Oxford, MS
  • 06/2019 → 06/2020
    Student At The University Of Mississippi
    Oxford, MS
  • 06/2018 → 06/2019
    Unemployed
    Huntington Beach, CA
  • 06/2017 → 06/2018
    Unemployed
    Huntington Beach, CA
  • 06/2016 → 06/2017
    Unemployed
    Huntington Beach, CA
  • 01/2025 → Present
    Irvine, CA
Previous Registrations
  • 2024-11-04 → 2025-01-24
    Osaic Fa, Inc.
    Irvine, CA
Other Businesses

OAKWOOD WEALTH PARTNERS POSITION: Paraplanner NATURE: Financial Planning Firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/22/2024 ADDRESS: 17400 Laguna Canyon Rd STE 125 Irvine CA 92618 DESCRIPTION: I assist the advisors with back office paperwork and prep for their meetings with clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-25
  • S66 Uniform Combined State Law Examination
    2024-10-25
Other Names
  • Cole Dimarco

View on SEC IAPD

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