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DANIEL THEODORE POLSTER
DANIEL POLSTER
CRD#: 4888262
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 RED BLUFF, CA
Registration History
200620082010201220142016201820202022202420262 FIRMS2009 - 2012 (2 years)2 FIRMS2012 - 2019 (7 years)2 FIRMS2019 - 2024 (4 years)2 FIRMS2024 - Present (1 year)BEDWARD JONES (CRD# 250)2005 - 2009 (4 years)IAEDWARD JONES (CRD# 250)2007 - 2009 (2 years)
License(s)

State Registrations

B
California 1/19/2024

B
Oregon 1/19/2024

IA
California 1/19/2024

B
Texas 1/19/2024

B
Nebraska 1/19/2024

IA
Texas 6/10/2024

B
Nevada 1/19/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC WEALTH, INC. (CRD#:23131)
RED BLUFF, CA
Registered with this firm since 1/19/2024

B
OSAIC WEALTH, INC. (CRD#:23131)
RED BLUFF, CA
Registered with this firm since 1/19/2024

Previous Registration(s)
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IA
03/01/2019 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) RED BLUFF, CA
B
03/01/2019 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) RED BLUFF, CA
IA
01/23/2012 - 03/01/2019 QUESTAR ASSET MANAGEMENT, INC. (CRD#:133358) RED BLUFF, CA
B
01/20/2012 - 03/01/2019 QUESTAR CAPITAL CORPORATION (CRD#:43100) RED BLUFF, CA
IA
07/28/2009 - 01/26/2012 WEDBUSH SECURITIES INC. (CRD#:877) RED BLUFF, CA
B
07/27/2009 - 01/26/2012 WEDBUSH SECURITIES INC. (CRD#:877) RED BLUFF, CA
IA
02/14/2007 - 07/14/2009 EDWARD JONES (CRD#:250) RED BLUFF, CA
B
02/01/2005 - 07/14/2009 EDWARD JONES (CRD#:250) RED BLUFF, CA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.