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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 |
| FL | RA | APPROVED | 2024-06-14 |
| NC | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
6200 Canoga Ave. Suite #375, Woodland Hills, CA 91367 • 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 |
|---|---|---|---|---|
| Securities America, Inc. | Woodland Hills | CA | 10/2004 | 06/2024 |
| Securities America Advisors, Inc. | Woodland Hills | CA | 10/2004 | 06/2024 |
| Bse & Associates, Inc. Dba American Financial Network | Calabasas | CA | 01/2000 | Present |
| American Financial Network Advisory Services, Llc | Calabasas | CA | 02/2013 | Present |
| Osaic Wealth, Inc. | Woodland Hills | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Woodland Hills | CA | 06/2024 | Present |
***KGE WEALTHMANAGEMENT POSITION: Advisory NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISOR REPRESENTATIVE - INVESTMENT RELATED - START DATE: 10/2004 - LOCATED AT 5959 TOPANAGA CANYON BLVD STE 250 WOODLAND HILLS, CA 91367 INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2004 ADDRESS: 5959 Topanga Canyon Blvd Suite 250, Woodland Hills CA 91367 DESCRIPTION: Securities America Advisory ***KGE WEALTH MANAGMENT POSITION: It is my company NATURE: It is the name of my company. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2014 ADDRESS: 5959 Topanga Canyon Blvd Suite 250, Woodland Hills CA 91367, United States DESCRIPTION: It is the name of my company. ***KGE WEALTH MANAGMENT POSITION: Owner NATURE: S Corp Entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2014 ADDRESS: 6200 Canoga Ave Suite 375, Woodland Hills CA 91367, United States DESCRIPTION: Sell and Service fixed insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-04 |
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