Richard Dito Armento

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1996 → Present
  Dma Insurance Services Inc.
  Fullerton, CA
• 06/1999 → Present
  Washington Square Securities, Inc.
  Fullerton, CA
• 01/1994 → Present
  Annelo Ins Adm
  Palm Springs, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Santa Margarita, CA

Previous Registrations

• 2006-11-13 → 2024-01-19
  Woodbury Financial Services, Inc.
  Santa Margarita, CA
  Santa Margarita, CA

Other Businesses

1)DMA INSURANCE AGENCY; NONINVT REL; 1010 E. IMPERIAL HWY #B-1, BRE CA 92821; PROPERTY AND CASUALTY COMPANY; PRESIDENT; START 08/01/1996; 120 HRS/MTH; 120 HR/MTH DURING TRADING; OVERSEE OFFICE OPERATIONS AND SALES. 2)TOTAL INSURANCE ACCESS, LLC; NONINVT REL; 1010 E IMPERIAL HWY #B-1, BREA, CA 92821; FACILITATOR OF THE INDEPENDENT CHANNEL IN PROPERTY & CASUALTY ALLOWING AGENCIES ACCESS TO MY P&C MARKETS; PRESIDENT; START 09/01/2011; 50 HRS/MTH; 40 HRS/MTH DURING TRADING; SPEAKING WITH AGENCIES THAT ARE LOOKING FOR BETTER MARKETS TO JOIN TIA AS AN AFFILIATE WHERE THEY STILL OWN THEIR AGENCY. 3. DMA INSURANCE SERVICES, INC POSITION: President NATURE: P&C Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/01/1995 ADDRESS: 22342 Avenida Empresa Ste 255, Rancho Santa Margarita CA 92688, United States DESCRIPTION: Offer clients property & casualty insurance such as auto, home and commercial. 4. TOTAL INSURANCE POSITION: pres NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2010 ADDRESS: 22342 Avenida Empresa Ste 255, Rancho Santa Margarita CA 92688, United States DESCRIPTION: Mentoring non securities life agents

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-02-01
• S65 Uniform Investment Adviser Law Examination
  2006-10-17

Other Names

• Dito Armento