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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-10 |
| FL | RA | APPROVED | 2024-06-14 |
| NC | RA | APPROVED | 2024-06-14 |
Branch Locations
12518 W Atlantic Blvd, Coral Springs, FL 33071 • 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. | La Vista | NE | 03/2009 | 06/2024 |
| Securities America Advisors, Inc | Coral Springs | FL | 04/2009 | 06/2024 |
| Osaic Wealth, Inc. | Coral Springs | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | Coral Springs | FL | 06/2024 | Present |
**SECURITIES AMERICA ADVISORS INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 04/2009 - LOCATED AT 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL **12518 BUILDING LLC POSITION: Owner NATURE: Investment real estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/06/2021 ADDRESS: 12518 W Atlantic Blvd., Coral Springs FL 33071 DESCRIPTION: I established 12518 Building LLC to purchase and own my office condo. My financial planning company Wealth Advisors, Inc. rents the office condo from 12518 Building LLC. **WEALTH ADVISORS, INC POSITION: President NATURE: S-corporation used to manage operations of the financial planning practice INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 12518 W Atlantic Blvd, Coral Springs FL 33071 DESCRIPTION: S-corporation used to manage all operations of the financial planning practice **WEALTH ADVISORS, INC. POSITION: President NATURE: WEALTH ADVISORSINC /INSURANCE SALES--President-INVESTMENT RELATED- START DATE: 01/2016 LOCATED AT 12518 W ATLANTIC BLVD; CORAL SPRINGS FL 33071 INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2016 ADDRESS: 12518 W. Atlantic Blvd., Coral Springs FL 33071 DESCRIPTION: Insurance planning, including deferred annuities for investment purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-24 |
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