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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
P.O. Box 1483 6020 Park Dr Ste 3, Wrightwood, CA 92397-1483 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Wrightwood | CA | 03/2010 | 06/2024 |
| Securities America Advisors, Inc. | Wrightwood | CA | 03/2010 | 06/2024 |
| Osaic Wealth, Inc. | Wrightwood | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Wrightwood | CA | 06/2024 | Present |
1. DREAM FORCE INVESTMENTS, INC. POSITION: President NATURE: President of my own S Corporation, Dream Force Investments, Inc. This is a DBA. I have developed an S Corporation for tax advantages. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2013; ADDRESS: 6020 Park Dr, Suite 3, PO Box 1483, Wrightwood CA 92397, DESCRIPTION: This is a DBA. It is an S Corporation to take advantage of Tax incentives. 2. ELIZABETH GAMEZ POSITION: agent NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/30/1997 ADDRESS: 6020 park dr #3, po box 1483, Wrightwood CA 92397 DESCRIPTION: LTC, life insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-13 |
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