# OBS FINANCIAL

> FINRA firm 138615 · INACTIVE · CONCORD, CA

## Key facts

- **FINRA firm ID:** 138615
- **Firm name:** OBS FINANCIAL
- **Other names:** ADVISORTRADZ, TRUSTAXYS, OBS FINANCIAL SERVICES, INC., OBS FINANCIAL ADVISORS, OBS FINANCIAL, HERITAGE FINANCIAL ADVISORS
- **Investment Adviser scope:** INACTIVE
- **SEC IA file number:** 801-65110
- **Branches:** 0
- **Has disclosure events:** No
- **Headquarters:** CONCORD, CA, 94520, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/138615

## Citation

> FINRA BrokerCheck, firm 138615 (OBS FINANCIAL). Retrieved via AI Analytics 2026-07-14 from https://api.ai-analytics.org/broker/138615.

---

*[FINRA firms dataset](/datasets/finra-firms) · CC0 1.0*
