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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 2024-01-19
TX RA APPROVED_RES 2024-01-19
  • CA RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

Anaheim, CA • United States

22800 Savi Ranch Pkwy Suite 222, Yorba Linda, CA 92887 • 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
Woodbury Financial Services, Inc El Segundo CA 11/2009 01/2024
Osaic Wealth, Inc. Yorba Linda CA 01/2024 Present
  • 11/2009 → 01/2024
    Woodbury Financial Services, Inc
    El Segundo, CA
  • 01/2024 → Present
    Yorba Linda, CA
Previous Registrations
  • 2016-01-15 → 2024-01-19
    Woodbury Financial Services, Inc.
    El Segundo, CA
    San Diego, CA
    Yorba Linda, CA
  • 2007-09-20 → 2009-11-02
    El Segundo, CA
    Palo Alto, CA
    Fort Mill, SC
    El Segundo, CA
    Anaheim Hills, CA
    Anaheim Hills, CA
    El Segundo, CA
  • 2002-11-13 → 2007-09-12
    Secu Brokerage Services
    El Segundo, CA
    El Segundo, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-27
S63 Uniform Securities Agent State Law Examination 1991-11-12
  • S65 Uniform Investment Adviser Law Examination
    2000-12-27
  • S63 Uniform Securities Agent State Law Examination
    1991-11-12

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