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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
8880 Cal Center Drive Suite 220, Sacramento, CA 95826-3229 • United States
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 |
|---|---|---|---|---|
| Td Ameritrade | Roseville | CA | 02/2003 | 01/2021 |
| Unemployed | Rocklin | CA | 01/2021 | 12/2021 |
| Dss Americafirst | Granite Bay | CA | 12/2021 | 02/2022 |
| Unemployed | Rocklin | CA | 02/2022 | 03/2022 |
| Jacob Lafond | Sacramento | CA | 04/2022 | 12/2022 |
| Jesse Corriea | Sacramento | CA | 04/2022 | 12/2022 |
| Adam Besana | Sacramento | CA | 04/2022 | 12/2022 |
| Dallas Gilbert | Sacramento | CA | 04/2022 | 12/2022 |
| Northwestern Mutual Investment Services Llc | Sacramento | CA | 05/2022 | 12/2022 |
| Jacob Lafond | Sacramento | CA | 03/2022 | 04/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2022 | 12/2022 |
| Lincoln Financial Advisors Corporation | Sacramento | CA | 12/2022 | 01/2025 |
| Osaic Wealth, Inc. | Sacramento | CA | 01/2025 | Present |
1. RETIREMENT SECURITY CENTERS, LLC POSITION: Director of Planner Development NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/20/2022 ADDRESS: 8880 Cal Center Drive, Suite 220, Sacramento CA 95826, United States DESCRIPTION: Recruiting for the company - all positions, with a focus on experienced financial planners. Running our trainee team. Hiring, training, and coaching. Working with paraplanners and newer planners to get up to speed with our tools, resources, and processes. Being a part of the Leadership team. Sharing ideas and helping to craft policies and procedures. Being a voice for the teams that I work with
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-22 |
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