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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
17400 Laguna Canyon Road Suite 125, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-25 |
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