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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 |
Branch Locations
1300 Valley Vista Dr Ste 207, Diamond Bar, CA 91765 • 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 |
|---|---|---|---|---|
| Securities America, Inc | Irvine | CA | 12/2009 | 06/2024 |
| Securities America Advisors, Inc | Walnut | CA | 01/2010 | 06/2024 |
| Osaic Wealth, Inc. | Diamond Bar | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Diamond Bar | CA | 06/2024 | Present |
**N/A POSITION: Agent NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 1/1998 INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1998 ADDRESS: 1300 VALLEY VISTA DR STE 207, DIAMOND BAR CA 91765, United States DESCRIPTION: Provide client with fixed insurance product to meet their needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-26 |
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