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CHARLOTTE PATTON
CHARLOTTE MANSOUR, CHARLOTTE NORRIS
CRD#: 5378539
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 3420 COACH LANE
SUITE 3
CAMERON PARK, CA 95682
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2019 - 2024 (4 years)2 FIRMS2024 - Present (1 year)BQUESTAR CAPITAL CORPORATION (CRD# 43100)2014 - 2019 (4 years)IAQUESTAR ASSET MANAGEMENT, INC. (CRD# 133358)2018 - 2019 (1 year)
License(s)

State Registrations

B
California 1/19/2024

IA
California 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)
3420 COACH LANE SUITE 3, CAMERON PARK, CA 95682
Registered with this firm since 1/19/2024

B
OSAIC WEALTH, INC. (CRD#:23131)
3420 COACH LANE SUITE 3, CAMERON PARK, CA 95682
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) CAMERON PARK, CA
B
03/01/2019 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) CAMERON PARK, CA
IA
03/05/2018 - 03/01/2019 QUESTAR ASSET MANAGEMENT, INC. (CRD#:133358) CAMERON PARK, CA
B
08/23/2014 - 03/01/2019 QUESTAR CAPITAL CORPORATION (CRD#:43100) CAMERON PARK, CA
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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.