Rashida Lilani

Current Employers

Employment History

• 01/2007 → 12/2016
  Foothill Securities, Inc.
  Santa Clara, CA
• 03/2007 → Present
  Lilani Wealth Management
  Roseville, CA
• 02/2016 → Present
  General Agency: Advisors Choice
  Roseville, CA
• 12/2016 → 06/2024
  Securities America, Inc.
  Roseville, CA
• 12/2016 → 06/2024
  Securities America Advisors
  Roseville, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Roseville, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Roseville, CA

Previous Registrations

• 2016-12-09 → 2024-06-14
  Securities America Advisors, Inc.
  3Rd Floor, Suite 300, CA
  Roseville, CA
  Roseville, CA
• 2016-12-08 → 2016-12-09
  Arbor Point Advisors
  Lavista, NE
• 2007-01-19 → 2016-12-08
  Foothill Securities, Inc.
  Santa Clara, CA
  Roseville, CA
  Santa Clara, CA
  Santa Clara, CA
• 2003-05-29 → 2007-02-16
  Associated Planners Investment Advisory Inc
  Roseville, CA
• 2003-08-05 → 2007-01-25
  Associated Securities Corp.
  Roseville, CA
  Roseville, CA

Other Businesses

**Securities America Advisors Position: IAR Nature: Invest Advisory Services Invest Related: Yes Start: 12/16 Address: 1624 SANTA CLARA DR STE 160 ROSEVILLE CA 95661 **RASHIDA LILANI POSITION: Insurance Agent NATURE: Insurance sales INVEST RELATED: No #HRS: 5 SEC. TRADE HRS: 5 START: 1/16 ADDRESS: 1624 Santa Clara Dr Ste 160 Roseville CA 95661 **SULTAN A LILANI AND RASHIDA LILANI REVOCABLE TRUST POSITION: Trustee NATURE: Family revocable trust. INVEST RELATED: No #HRS: 0 SEC. TRADE HRS: 0 START: 8/08 ADDRESS: 5017 Brower Ct Granite Bay CA 95746 **PENINSULA ESTATE PLANNING COUNCIL POSITION: Secretary NATURE: Serving as officer on the board of the Peninsula Estate Planning Council. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2021 ADDRESS: 951 Mariners Island Blvd, Suite 300, San Mateo CA 94404 DESCRIPTION: I am the Secretary and will be providing services affiliated with that position. The term began in May 2021 and will end May 2023. I will be taking minutes during the meeting. This is the excerpt from the Articles of Association: The duties of Secretary shall be to keep, or cause to be kept, a book of minutes of the meetings of the membership and of the Board of Directors; to keep a register showing the names and addresses of the members and Board of Directors; to give notice of the meetings of the Council and meetings of the Board of Directors. **FINANCIAL PROFESSIONAL GROUP POSITION: Agent NATURE: Working with a general insurance agency, Financial Professional Group, to provide life and ltc insurance benefits to clients. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/03/2022 ADDRESS: 26741 Portola Pkwy, #1E-639, Foothill Ranch CA 92610 DESCRIPTION: Through their online quoting system, I get multiple quotes to present to clients for term and / or ltc insurance. Once clients are ready to apply, I fill out an online application on the FPG site. They then contact the client to schedule medical exam. **FPA OF NC POSITION: President Elect NATURE: Professional group: Financial Planning Association of Northern California. I will be the incoming President Elect as of January 1, 2024 of this organization and will step in as President on January 1, 2025. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: P O box 583231, Elk Grove CA 95758 DESCRIPTION: This is a volunteer position for a professional group. I will be assisting the current President with planning and managing monthly meetings and hosting other events. **LILANI WEALTH MANAGEMENT INC. POSITION: President and CEO NATURE: This is the S-Corp for my business. Advisory fees are paid into this account. I also pay all my bills, including payroll for employees from this account. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2023 ADDRESS: 1624 Santa Clara Drive, Suite 160, Roseville CA 95661, United States DESCRIPTION: Practice management related duties, such as employee hiring/management, paying bills and payroll, and general office duties.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-16

Designations

Other Names

• Rashida Husain
• Rashida Husain