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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-26 |
| FL | RA | APPROVED | 2024-09-25 |
| CA | RA | APPROVED | 2024-06-14 |
Branch Locations
5820 Stoneridge Mall Road Suite #204, Pleasanton, CA 94588 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foothill Securities, Inc. | Pleasanton | CA | 09/2003 | 12/2016 |
| Anthony R Giuliano Ea- Tax Services | Pleasanton | CA | 03/2007 | Present |
| Anthony R Giuliano- Insurance Sales | Pleasanton | CA | 01/2013 | Present |
| Securities America, Inc. | Pleasanton | CA | 12/2016 | 06/2024 |
| Securities America Advisors, Inc. | La Vista | NE | 12/2016 | 06/2024 |
| Osaic Wealth, Inc. | Pleasanton | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Pleasanton | CA | 06/2024 | Present |
1. ANTHONY R GIULIANO POSITION: owner NATURE: Life insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2007 ADDRESS: 5820 Stoneridge Mall Rd, Pleasanton CA 94588 DESCRIPTION: Life insurance sales 2. ANTHONY R GIULIANO EA POSITION: Owner NATURE: Income tax preparation INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2007 ADDRESS: 5820 Stoneridge Mall Rd, Ste 204, Pleasanton CA 94588 DESCRIPTION: Tax planning is part of an investment plan
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-10 |
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