James Louis Mckeever

Current Employers

Jim Mckeever

Huntington Beach, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2018-03-12

CA RA
APPROVED

Since 2018-03-12

Branch Locations

Huntington Beach, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jim Mckeever	Huntington Beach	CA	07/2016	Present

07/2016 → Present

Jim Mckeever

Huntington Beach, CA

Previous Registrations

2000-08-07 → 2007-12-21

Osaic Wealth, Inc.

Newport Beach, CA

Irvine, CA

Other Businesses

1. JIM MCKEEVER, INVESTMENT RELATED, Sole Proprietor, Huntington Beach CA, JANUARY 2001 TO PRESENT, 150 HOURS PER MONTH, 120 DURING STH 2. JIM MCKEEVER, INSURANCE AGENT - NOT INVESTMENT RELATED, Sole Proprietor, Huntington Beach, CA LICENSED LIFE, HEALTH, P&C AGENT, STARTED 1985, 60 HOURS PER MONTH, 30 HOURS PER MONTH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-10-04
S63	Uniform Securities Agent State Law Examination	1996-11-26

S65 Uniform Investment Adviser Law Examination

1999-10-04
S63 Uniform Securities Agent State Law Examination

1996-11-26

Designations

View on SEC IAPD