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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hillsdale Properties | Milpitas | CA | 06/2001 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | San Jose | CA | 09/2023 | Present |
1. PROPERTY RENTAL INCOME POSITION: Co-owner And lanlord NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/30/2006 ADDRESS: 3358 Gavota Ave, San Jose CA 95124, United States DESCRIPTION: Owner and lanlord; however, we have hired the properties management to take care of the properties and we have the monthly rentalpayment to deposit direct to our bank. 2. MORTGAGE POSITION: Mortgage Loan Ogrinator NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2012 ADDRESS: 1620 Oakland Rd, Suite D207, San Jose CA 95131, United States DESCRIPTION: Assist people who wants to refinance their mortgage loan to reduce interest rate and term and people who wants to obtain the new loan for purchasing the property. 3. REAL ESTATE/ HILLSDALE PROPERTIES INC POSITION: Statutory Agent - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2002 ADDRESS: 1620 Oakland Rd, Suite # D204 San Jose, CA 95131, San Jose CA 95131, United States DESCRIPTION: Listing and selling the residential houses. 4. MAI NGOC LE/ FIXED INSURANCE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2015 ADDRESS: 3358 Gavota Ave, San Jose CA 95124, United States DESCRIPTION: As an agent to assist people to obtain Health Insurance. 5. HILLSDALE PROPERTIES INC POSITION: Real Estate agent NATURE: Real Estate Corporation. Listing and selling residential and commercial property. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/30/2002 ADDRESS: 1620 Oakland Rd, Ste D 204, San Jose CA 95131, United States DESCRIPTION: Listing ang selling residential and commercial property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-12 |
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