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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-06 |
Branch Locations
770 Paseo Camarillo Suite 130, Camarillo, CA 93010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Issaquah Terrace Apartments | Issaquah | WA | 12/2018 | 09/2019 |
| Unemployed | Sammamish | WA | 08/2014 | 12/2018 |
| The Roadhouse Restaurant And Inn | Fall City | WA | 08/2019 | 03/2020 |
| Unemployed | Sammamish | WA | 03/2020 | 07/2020 |
| Snoqualmie Falls Golf Course | Fall City | WA | 07/2020 | 11/2020 |
| University Of Oregon | Eugene | OR | 09/2020 | 06/2021 |
| Twin Rivers Golf Course | Fall City | WA | 06/2021 | 09/2021 |
| University Of Oregon | Eugene | OR | 09/2021 | 06/2022 |
| Chipotle Mexican Grill | Issaquah | WA | 06/2022 | 01/2023 |
| University Of Oregon | Eugene | OR | 09/2022 | 06/2023 |
| Enterprise Holdings | Portland | OR | 06/2023 | 09/2023 |
| University Of Oregon | Eugene | OR | 09/2023 | 06/2024 |
| Unemployed | Sammamish | WA | 06/2024 | 08/2024 |
| Osaic Wealth, Inc | Camarillo | CA | 08/2024 | Present |
| Osaic | Camarillo | CA | 10/2024 | Present |
1. INDEPENDENT CAPITAL MANAGEMENT POSITION: Employee NATURE: Corporation, this is the company I physically work at. They process my insurance business and I meet clients here at this location. This is the location where I conduct my Osaic business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/01/2025 ADDRESS: 770 Paseo Camarillo, Suite 130, Camarillo CA 93010, United States DESCRIPTION: I work as an office assistant and as a financial advisor. I process business, I meet with clients, and i conduct marketing to acquire more clients 2. CITADEL LAW OFFICES POSITION: Certified Citadel Estate Planner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/11/2025 ADDRESS: 770 Paseo Camarillo, Suite 130, Camarillo CA 93010, United States DESCRIPTION: Para Legal work. I collect information from a client to then give to an attorney so that the attorney can prepare a living trust for the client 3. ICM LENDING POSITION: Employee NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/05/2025 ADDRESS: 770 Paseo Camarillo, Suite 130, Camarillo CA 93010, United States DESCRIPTION: This is a referral service for ICM's lending company. It is used for clients who need to consolidate debt, refinance their home, or transition from a variable loan to a fixed loan.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-05 |
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