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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
22800 Savi Ranch Pkwy Suite 222, Yorba Linda, CA 92887 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | El Segundo | CA | 11/2009 | 01/2024 |
| Osaic Wealth, Inc. | Yorba Linda | CA | 01/2024 | Present |
1) MARK WEBER POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2026 ADDRESS: 585 N. Anasazi Dr., Page AZ 86040, United States DESCRIPTION: weekly updates with General Contractor. We should start building August/September 2026 with a 6 month completion date 2) WEBER WEALTH ADVISORS POSITION: owner NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 04/15/2018 ADDRESS: 22800 Savi Ranch Parkway, Suite 222, Yorba Linda CA 92887, United States DESCRIPTION: investment advisory rep 3) MARK WEBER, VIOLETA WEBER, KYLE WEBER POSITION: AirBnB house NATURE: Single family house in Tempe Arizona held in Trust of Mark & Violeta Weber and Kyle Weber as individual INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2022 ADDRESS: 726 W. 19th St, Tempe AZ 85281, United States DESCRIPTION: this is an AirBNB house in Tempe Arizona. We have a manager who handles all the inquiries and reservations. This manager deals with any Tenant issues and repairs to the property. 4) MARK WEBER POSITION: President NATURE: Insurance OBA for Fixed Annuities, Life Insurance and other associated products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/05/2017 ADDRESS: 22800 Savi Ranch Parkway, suite 222, Yorba Linca CA 92887, United States DESCRIPTION: fixed annuity and life insurance sales and other associated products 5) LUNDIN WEBER LLC POSITION: none NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2019 ADDRESS: 1900 Wasach Dr., Longmont CO 80504, United States DESCRIPTION: none 6) INSURANCE APPOINTMENTS, FINANCIAL & INVESTMENT ADVICE POSITION: Investment Advisor NATURE: sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/12/2014 ADDRESS: 22800 Savi Ranch Parkway, Suite 222, Yorba Linda CA 92887, United States DESCRIPTION: Investigation the right solutions for Insurance including Life Insurance, Fixed Annuities and Immediate Annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-12 |
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