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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
4440 Pga Blvd Ste 600, Palm Beach Gardens, FL 33410 • United States
Palm Beach Gardens, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Atlanta | GA | 01/2006 | 06/2024 |
| Securities America Advisors, Inc | Atlanta | GA | 01/2006 | 06/2024 |
| Osaic Wealth, Inc. | Palm Beach Gardens | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | Palm Beach Gardens | FL | 06/2024 | Present |
SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 01/2006 - LOCATED AT 4440 PGA BLVD STE 600, PALM BEACH GARDENS, FL 33410 SLATER WEALTH MANAGEMENT POSITION: Owner/President NATURE: SLATER WEALTH MANAGEMENT INC./PORTFOLIO MANAGEMENT, GENRERAL REGISTERED REPRESEN--PRESIDENT 100% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/13/2006 ADDRESS: 4440 PGA BLVD., Palm Beach Gardens, FL 33410 DESCRIPTION: SLATER WEALTH MANAGEMENT INC./PORTFOLIO MANAGEMENT,GENRERAL REGISTERED REPRESEN--PRESIDENT 100% TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-26 |
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