Best Investors Account Sign in

Bruce Robert Geiger

Osaic Wealth, Inc.

Visalia, CA

Claim This Profile
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

17202C Ave 296, Visalia, CA 93292 • United States

Disclosures

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.

  • Regulatory action Yes
  • 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 Visalia CA 11/2015 01/2024
Osaic Wealth, Inc. Visalia CA 01/2024 Present
  • 11/2015 → 01/2024
    Woodbury Financial Services Inc
    Visalia, CA
  • 01/2024 → Present
    Visalia, CA
Previous Registrations
  • 2015-11-30 → 2024-01-19
    Woodbury Financial Services, Inc.
    Visalia, CA
    Cincinnati, OH
    Visalia, CA
  • 2010-12-02 → 2015-07-17
    Woodbury Financial Services, Inc.
    Visalia, CA
    Oakdale, MN
    Visalia, CA
    Akron, OH
  • 2006-04-20 → 2010-12-09
    Visalia, CA
    Visalia, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-25
  • S66 Uniform Combined State Law Examination
    2005-08-25
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Visalia, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor