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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | La Vista | NE | 12/2008 | 06/2024 |
| Kei Financial | Corona | CA | 10/2002 | Present |
| Osaic Wealth, Inc. | Corona | CA | 06/2024 | Present |
KEI FINANCIAL POSITION: Insurance Sales NATURE: INSURANCE SALES - KEI FINANCIAL - PRESIDENT - START DATE: 12/1999 - LOCATED AT 3559 CEDAR RIDGE LN, CORONA, CA 92881 INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/01/1999 ADDRESS: PO Box 77098, Corona CA 92877, United States DESCRIPTION: As part of comprehensive financial planning we conduct a risk analysis of clients' current insurance coverage's and evaluate any potential risk exposures that may be present for the client. If there is a certain risk exposure that we can help mitigate or problem we can help solve through insurance, we utilize insurance to benefit the client. Furthermore, we continuously review our clients' insurance coverage and risk exposures to make sure that they remain adequately covered as their lives and their needs change.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-03 |
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