Brian Daniel Vosberg

Current Employers

Employment History

• 01/2005 → Present
  Vosberg & Associates
  Glendora, CA
• 02/2009 → Present
  Centaurus Financial, Inc.
  Anaheim, CA

Previous Registrations

• 2008-08-07 → 2009-01-05
  First Allied Securities, Inc.
  Pasadena, CA
  Pasadena, CA
• 2005-01-31 → 2008-07-10
  Transamerica Financial Advisors, Inc.
  Pasadena, CA
  Pasadena, CA
• 2004-04-26 → 2004-09-08
  American General Securities Incorporated
  Duarte, CA

Other Businesses

1. BRIAN VOSBERG POSITION: Owner NATURE: Expert witness testimony regarding various financial topics INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/31/2016 ADDRESS: 224 W. Foothill Blvd., Glendora CA 91741, United States, DESCRIPTION: Provide testimony regarding various financial topics. 2. CITRUS COLLEGE, NON-INVESTMENT RELATED, 1000 WEST FOOTHILL BLVD., GLENDORA, CA 91741, COLLEGE FOUNDATION BOARD, BOARD MEMBER, SINCE 11/1/2012, DEVOTED TIME IS 5 HRS A MONTH, FUND RAISING, PLANNED GIVING AND INVESTMENT/ENDOWMENT REVIEW. 3. VOSBERG FINANCIAL & INSURANCE SERVICES, PRESIDENT, TBD, 224 W. FOOTHILL BLVD., GLENDORA, CA 91741, SOLICIT AND SUPPORT OF INSURANCE AGENTS FOR INSURANCE PRODUCTS SALES INCLUDING INDEXED PRODUCTS, DEVOTED TIME IS 5 HRS A MONTH, NON-INVESTMENT RELATED. 4. OWNER, VOSBERG & ASSOCIATES FINANCIAL PLANNING & WEALTH MANAGEMENT, 224 W. FOOTHILL BLVD., GLENDORA, CA 91741. NON INVESTMENT RELATED, DBA FOR BRANDING PURPOSES ONLY, SINCE 01/2005 AND I SPEND APPROX. 160 HOURS PER MONTH ON THIS ACTIVITY. 5. VOSBERG & ASSOCIATES REAL ESTATE INVESTMENTS POSITION: Owner NATURE: Acquisition, disposition and consulting of real estate for clients. Provide mortgage brokerage services for clients. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2005 ADDRESS: 224 W. Foothill Blvd, Glendora CA 91741, United States, DESCRIPTION: Consult with clients regarding real estate. 6. VOSBERG COLLEGE FUNDING STRATEGIES, NON-INVESTMENT RELATED, 224 W. FOOTHILL BLVD., GLENDORA, CA 91741, OWNER, SINCE 07/2011 AND I SPEND APPROX. 10 HOURS PER MONTH ON THIS ACTIVITY. I HELP FAMILIES INCREASE FINANCIAL AID AND/OR REDUCE THE AMOUNT THEY HAVE TO PAY FOR COLLEGE. 7. VICE PRESIDENT, FOOTHILL UNITY CENTER, 915 W. CHESTNUT AVE., MONROVIA, CA 91016. NON INVESTMENT RELATED SINCE 12/2008 AND I SPEND APPROX. 5 HOURS PER MONTH ON THIS ACTIVITY. I SERVE AS A BOARD MEMBER ON THE EXECUTIVE AND INVESTMENT COMMITTEE. 8. VOSBERG WEALTH MANAGEMENT, NON-INVESTMENT RELATED, 224 W. FOOTHILL BLVD., GLENDORA, CA 91741, DBA FOR BRANDING PURPOSES ONLY, OWNER, SINCE 4/1/2020. 9. CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA POSITION: Adjunct Faculty NATURE: Finance, Real Estate and Law Department INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 3801 W Temple Ave, Pomona CA 91768, United States, DESCRIPTION: Adjunct Faculty - Finance, Real Estate and Law Department. 10. RETIREMENT SOLUTIONS MEDIA POSITION: Owner NATURE: Retirement education INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/06/2025 ADDRESS: 224 W. Foothill Blvd., Glendora CA 91741, United States, DESCRIPTION: Providing retirement education through book sales, podcast, webinars and workshops. 11. VOSBERG & ASSOCIATES POSITION: Enrolled Agent NATURE: Tax planning and tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/09/2015 ADDRESS: 224 W. Foothill Blvd, Glendora CA 91741, United States, DESCRIPTION: Tax planning and tax preparation. 12. BRIAN VOSBERG (1) POSITION: Owner NATURE: rental property investing INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2003 ADDRESS: 224 W Foothill Blvd, Glendora CA 91741, United States, DESCRIPTION: Real estate investing.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-02-26

Designations