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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-02-27 |
| CA | RA | APPROVED | 2024-01-19 |
| FL | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
6261 Katella Avenue Suite 250, Cypress, CA 90630 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Cypress | CA | 01/2001 | 01/2024 |
| Osaic Wealth, Inc. | Cypress | CA | 01/2024 | Present |
1. MARTY VALADE; NONINVT REL; 10801 WALKER STREET STE 200, CYPRESS CA; FIXED PRODUCTS; INSURANCE AGENT; START 01/01/2006; 1 HR/MTH, NONE DURING TRADING; SELLING INSURANCE. 2. MURPHY FINANCIAL SERVICES POSITION: Partner NATURE: The purpose of this OBA is to disclose my DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 01/02/2001 ADDRESS: 6261 Katella Avenue, Suite 250, Cypress CA 90630, United States DESCRIPTION: Partner with DBA (MFS) Registered Advisor with Woodbury Financial Services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-09-16 |
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