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Detailed Report
Ryan David Aguiar
CRD#: 7034092
IA
Investment Adviser
B
Broker
ARBOR WEALTH MANAGEMENTCRD#: 289324 2700 YGNACIO VALLEY ROAD
275
WALNUT CREEK, CA 94598
OSAIC WEALTH, INC.CRD#: 23131 2700 Ygnacio Valley Road
SUITE 275
WALNUT CREEK, CA 94598
Registration History
201820192020202120222023202420252026IAARBOR WEALTH MANAGEMENT (CRD# 289324)2020 - Present (5 years)BOSAIC WEALTH, INC. (CRD# 23131)2023 - Present (1 year)BFSC SECURITIES CORPORATION (CRD# 7461)2018 - 2023 (4 years)IAFSC SECURITIES CORPORATION (CRD# 7461)2019 - 2019 (<1 year)
License(s)

State Registrations

B
Alabama 11/3/2023
B
Idaho 11/3/2023
B
Arizona 11/3/2023
B
Nevada 11/3/2023
IA
California 1/8/2020
B
New York 1/16/2025
B
California 11/3/2023
B
Texas 11/3/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ARBOR WEALTH MANAGEMENT (CRD#:289324)
2700 YGNACIO VALLEY ROAD 275, WALNUT CREEK, CA 94598
Registered with this firm since 1/8/2020
B
OSAIC WEALTH, INC. (CRD#:23131)
2700 Ygnacio Valley Road SUITE 275, WALNUT CREEK, CA 94598
Registered with this firm since 11/3/2023
Previous Registration(s)
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B
 12/12/2018 - 11/03/2023 FSC SECURITIES CORPORATION (CRD#:7461) WALNUT CREEK, CA
IA
 02/08/2019 - 12/26/2019 FSC SECURITIES CORPORATION (CRD#:7461) WALNUT CREEK, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.