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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-25 |
| NV | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
805 Main Street Unit J, Susanville, CA 96130 • United States
Sparks, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Sparks | NV | 01/2013 | 06/2024 |
| Securities America Advisors, Inc. | Sparks | NV | 01/2013 | 06/2024 |
| Osaic Wealth, Inc. | Sparks | NV | 06/2024 | Present |
1. INCOME MAX FINANCIAL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 03/13/2026 ADDRESS: 7566 Evans Brg St, Sparks NV 89441, United States DESCRIPTION: Insurance sales/service for various carriers. DBA for financial services business 2. ADVISORY RESOURCE GROUP INC POSITION: Compliance Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 90 START DATE: 06/01/2025 ADDRESS: 16427 N. Scottsdale Rd, STE 410, #413, Scottsdale AZ 85254, United States DESCRIPTION: Delegated supervisor of non-registered associates, registered assistants, and financial professionals affiliated with Osaic Wealth Inc. that report to Kurt Jonson OSJ. 3. PACIFIC CAPITAL RESOURCE GROUP, INC POSITION: Compliance Associate NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 90 START DATE: 06/01/2025 ADDRESS: 16427 N. Scottsdale Rd, Scottsdale AZ 85254, United States DESCRIPTION: Delegated Supervisor of Non-Registered Associates, Registered Assistants, and financial professionals affiliated with Osaic that report to Kurt Jonson OSJ
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-04 |
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