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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
1795 Alysheba Way Suite 3101, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Lexington | KY | 01/2009 | 06/2024 |
| Securities America Advisors, Inc. | Lavista | NE | 01/2009 | 06/2024 |
| Osaic Wealth, Inc. | Lexington | KY | 06/2024 | Present |
| Osaic Wealth, Inc. | Lexington | KY | 06/2024 | Present |
***ANTHONY A DAVIDSON CPA PSC POSITION: TAX PREPARER NATURE: ANTHONY A. DAVIDSON CPA CPA FIRM SOLE OWNER 10 PERCENT OF TIME INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 03/01/1992 ADDRESS: 1795 Alysheba Way, Suite 3101, Lexington KY 40509 DESCRIPTION: ONE TIME PER YEAR INDIVIDUAL TAX RETURN PREPARATION FOR APPROXIMATELY 60 CLIENTS ***ANTHONY DAVIDSON POSITION: INVESTMENT ADVISOR REPRESENTATIVE NATURE: SECURITIES AMERICA ADVISORS INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2009 ADDRESS: 1795 Alysheba Way, Suite 3101, Lexington KY 40509 DESCRIPTION: MARKETING, ACCOUNTING, CLIENT RELATIONSHIP MANAGEMENT, REGULATORY COMPLIANCE, PAPERWORK PREPARATION, RESEARCH, PORTFOLIO MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-17 |
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