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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 | 2025-10-22 |
| CA | RA | APPROVED | 2023-11-03 |
| IL | RA | APPROVED | 2023-11-03 |
Branch Locations
11717 Bernardo Plaza Court Suite 120, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | San Diego | CA | 01/2012 | Present |
| The Retirement Group, Llc | San Diego | CA | 01/2015 | 04/2024 |
| Osaic Wealth, Inc. | San Diego | CA | 11/2023 | Present |
1. BDM WEALTH MANAGEMENT POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 11/02/2015 ADDRESS: 11717 Bernardo Plaza Court, Suite 120, San Diego, CA 92128 DESCRIPTION: I sell life, health, long term care and disability insurance whenever possible. 2. CASA DE LAS CAMPANAS POSITION: Director NATURE: Casa de las Campanas is a not for profit retirement community located in North San Diego County. Its is a multi-level care facility where residents enjoy independent living, assisted living, skilled nursing and memory care if needed. I serve on the Board of Directors. We meet quarterly to address the administrative needs and business concerns of the facility. I receive no compensation for my involvement. It is a volunteer position. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2024 ADDRESS: 18655 W. Bernardo Drive, San Diego CA 92127, United States DESCRIPTION: I participate in the quarterly board meetings. They last from 9am until almost noon. 3. OFFICE SUB-LEASE POSITION: Land Lord NATURE: I sub-lease an office to a private real estate investor / property manager, Todd Dokmo. I have know Todd as a personal friend for over 40 years. His family / company owns several apartments in the mid-west and he handles the administrative aspects of that from his office here on a part-time basis. He does not solicit investors, he has no vendors or visitors of any kind come to the office. He has no access to my files, printers, computers, phones, conference room, etc. He simply rents a single 12' x 12' office inside my office suite. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 11717 Bernardo Plaza Court, Suite 120, San Diego CA 92128, United States DESCRIPTION: N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-23 |
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