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Detailed Report
ALBERT VAN CLINE
CRD#: 817156
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 22800 SAVI RANCH PKWY
SUITE 222
YORBA LINDA, CA 92887
Registration History
19801985199019952000200520102015202020252 FIRMS1998 - 2005 (6 years)2 FIRMS2005 - 2005 (<1 year)2 FIRMS2024 - Present (1 year)BWOODBURY FINANCIAL SERVICES, INC. (CRD# 421)2005 - 2024 (18 years)BUNITED PACIFIC SECURITIES, INC. (CRD# 21986)1996 - 1998 (2 years)BINTERVEST INTERNATIONAL EQUITI... (CRD# 20289)1994 - 1996 (2 years)BPROGRAMMED EQUITIES CORPORATION (CRD# 21778)1990 - 1994 (3 years)BPLANNED INVESTMENTS INC. (CRD# 5066)1986 - 1989 (3 years)BUSLIFE EQUITY SALES CORP. (CRD# 7962)1984 - 1986 (1 year)BLETTERMAN SECURITIES, INC. (CRD# 6477)1976 - 1984 (8 years)IAWOODBURY FINANCIAL SERVICES, INC. (CRD# 421)2006 - 2024 (17 years)
License(s)

State Registrations

B
Arizona 1/19/2024
B
Idaho 1/19/2024
B
Arkansas 1/19/2024
B
Missouri 1/19/2024
B
California 1/19/2024
B
Nevada 1/19/2024
IA
California 1/19/2024
B
Oregon 1/19/2024
B
Colorado 1/19/2024
B
Texas 1/19/2024
B
Connecticut 1/19/2024
B
Utah 1/19/2024
B
Florida 1/19/2024
B
Washington 1/19/2024

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
OSAIC WEALTH, INC. (CRD#:23131)
22800 SAVI RANCH PKWY SUITE 222, YORBA LINDA, CA 92887
Registered with this firm since 1/19/2024
B
OSAIC WEALTH, INC. (CRD#:23131)
22800 SAVI RANCH PKWY SUITE 222, YORBA LINDA, CA 92887
Registered with this firm since 1/19/2024
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 05/30/2006 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) YORBA LINDA, CA
B
 11/01/2005 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) YORBA LINDA, CA
IA
 10/31/2005 - 11/14/2005 AIG FINANCIAL ADVISORS, INC. (CRD#:133763) PHOENIX, AZ
B
 10/31/2005 - 11/14/2005 AIG FINANCIAL ADVISORS, INC. (CRD#:133763) SCOTTSDALE, AZ
IA
 11/30/1998 - 10/31/2005 SENTRA SECURITIES CORP (CRD#:10249) LAGUNA HILLS, CA
B
 11/16/1998 - 10/31/2005 SENTRA SECURITIES CORPORATION (CRD#:10249) PHOENIX, AZ
B
 10/09/1996 - 11/16/1998 UNITED PACIFIC SECURITIES, INC. (CRD#:21986) CARLSBAD, CA
B
 05/23/1994 - 10/16/1996 INTERVEST INTERNATIONAL EQUITIES CORPORATION (CRD#:20289) COLORADO SPRINGS, CO
B
 07/24/1990 - 05/23/1994 PROGRAMMED EQUITIES CORPORATION (CRD#:21778)
B
 01/03/1986 - 12/14/1989 PLANNED INVESTMENTS INC. (CRD#:5066) ATLANTA, GA
B
 12/19/1984 - 03/13/1986 USLIFE EQUITY SALES CORP. (CRD#:7962)
B
 01/13/1976 - 09/24/1984 LETTERMAN SECURITIES, INC. (CRD#:6477)
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.