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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Walnut Creek | CA | 06/2014 | 06/2024 |
| Securities America Advisors | Walnut Creek | CA | 06/2014 | 06/2024 |
| Osaic Wealth, Inc. | Walnut Creek | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Walnut Creek | CA | 06/2024 | Present |
ROBERT B JOHNSON INVESTMENT MANAGEMENT - DBA SAA POSITION: advisor NATURE: Securities INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/20/2014 ADDRESS: 191 Amigo Lane, Walnut Creek CA 94596 DESCRIPTION: Invest for clients DRY RIDGE RANCH OWNERS ASSOCIATION POSITION: Secretary NATURE: Serving on the Board of the Dry Ridge Ranch Homeowners Association as Secretary. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2022 ADDRESS: 477 Granite Basin Loop, Tetonia ID 83452 DESCRIPTION: Attend an annual meeting of all members and take notes, in addition, participate in board meetings discussing business as it relates to the association and take meeting notes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-04 |
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