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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2016-10-21 |
| NV | RA | APPROVED | 2013-02-06 |
| MA | RA | APPROVED | 2013-01-29 |
| FL | RA | APPROVED | 2013-01-25 |
| CO | RA | APPROVED | 2013-01-24 |
| VA | RA | APPROVED | 2013-01-24 |
| NM | RA | APPROVED | 2013-01-23 |
| TX | RA | APPROVED_RES | 2013-01-23 |
| CA | RA | APPROVED | 2011-06-08 |
Branch Locations
7777 Alvarado Road Suite 405, La Mesa, CA 91942 • 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 |
|---|---|---|---|---|
| Independent Insurance Salesman | San Diego | CA | 12/2003 | Present |
| Osaic Wealth, Inc. | La Mesa | CA | 06/2004 | Present |
| Osaic Wealth, Inc. | La Mesa | CA | 01/2013 | Present |
1) THRULINE PLANNING POSITION: President/Owner NATURE: S Corporation DBA INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 10/27/2022 ADDRESS: 7777 Alvarado Road, Suite 405, La Mesa CA 91942, United States DESCRIPTION: ThruLine Planning is a new S-Corp and will become my new DBA as of 01/01/2023. My current S-Corp and DBA, San Diego Tax & Wealth Management, Inc., is dissolved 12/31/2023 to aid in the transition from one S-Corp and DBA to the next. Duties primarily relate to the administration of personnel and small business expenses to begin 01/01/2023. 2)SAN DIEGO TAX & WEALTH MANAGEMENT, INC POSITION: President/Owner NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/26/2012 ADDRESS: 7777 Alvarado Road, Suite 405, La Mesa CA 91942, United States DESCRIPTION: Administer personnel and expenses for this small business with2 registered assistants and 1 registered advisor. 3) BRIAN DAWIDWOCZ POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/06/2001 ADDRESS: 7777 Alvarado Rd, Suite 405, La Mesa CA 91942, United States DESCRIPTION: I sell life and or fixed annuity insurance products to clients when needed and or appropriate. 4) BRIAN DAWIDOWICZ POSITION: Owner - NATURE: Sole Proprietorship for Individual Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2005 ADDRESS: 7777 Alvarado Rd, Suite 405, La Mesa CA 94941, United States DESCRIPTION: Personal Income Tax preparation: 20% of professional time with the majority dedicated time spent in the months of February through April.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-20 |
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