Tina Marie Montoya

Current Employers

Employment History

• 04/2001 → 11/2023
  Icm
  Torrance, CA
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → 11/2023
  Osaic Wealth, Inc.
  Gardena, CA
• 12/2023 → 06/2024
  Securities America, Inc.
  Cottonwood Heights, UT
• 12/2023 → 06/2024
  Securities America Advisors
  Cottonwood Heights, UT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Cottonwood Heights, UT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Cottonwood Heights, UT

Previous Registrations

• 2023-12-04 → 2024-06-14
  Securities America Advisors, Inc.
  Cottonwood Heights, UT
• 2023-09-01 → 2023-12-05
  Osaic Wealth, Inc.
  Gardena, CA
• 2017-04-18 → 2023-09-01
  Osaic Services, Inc.
  Gardena, CA
• 2003-09-16 → 2019-11-13
  Independent Capital Management
  Torrance, CA

Other Businesses

1. SUCCESSOR TRUSTEE - PARENTS POSITION: Successor Trustee NATURE: Successor Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: Los Altos CA 94024 DESCRIPTION: Successor Trustee - Parents Trust 2. INSURANCE - COMMISSIONS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2001 ADDRESS: 6965 S Union Park Ctr Ste 220, Cottonwood Heights UT 84047, United States DESCRIPTION: Insurance - research, recommendation, and potential compensation for use of insurance products related to financial planning. Life, Health, Medicare, Long Term Care, Annuities 3. TRUSTEE OF OWN TRUST - NOT A BUSINESS POSITION: trustee NATURE: This is not a business - trustee of own trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2025 ADDRESS: San Pedro, CA 90731 DESCRIPTION: Not a business - trustee of own trust 4. SOLE PROPRIETOR - DBA - KJP WEALTH MANAGEMENT POSITION: Sole Proprietorship - DBA NATURE: Sole Proprietorship - DBA KJP Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 11/04/2022 ADDRESS: 6965 South Union Park Center. Suite 220, Cottonwood Heights UT 90248, United States DESCRIPTION: Sole Proprietorship - DBA KJP Wealth Management 5. TJLS GROUP POSITION: President, Vice President, Treasurer, Secretary, Registered Agent, Partnership Rep NATURE: LLC - S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/16/2025 ADDRESS: 6965 South Union Park Center. S 220, Cottonwood Heights UT 84047, United States DESCRIPTION: Established for purposes of expense management and operational support - employee of entity 6. RENTAL POSITION: Owner NATURE: Rental - LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/03/2025 ADDRESS: Park City UT 84060, United States DESCRIPTION: Rental - LLC https://avantstay.com/ is the property manager and will promote on their website and other sites as well.

Exams

• S66 Uniform Combined State Law Examination
  2003-04-01
• S63 Uniform Securities Agent State Law Examination
  2001-06-28