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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
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 |
|---|---|---|---|---|
| Independent Advisers Group Corp | Capistrano Beach | CA | 02/2008 | 10/2016 |
| Lincoln Financial Securities | Boulevard | CA | 07/2008 | 03/2021 |
| Securities America, Inc. | Boulevard | CA | 03/2021 | 06/2024 |
| Securities America Advisors | Boulevard | CA | 03/2021 | 06/2024 |
| Osaic Wealth, Inc. | Boulevard | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Boulevard | CA | 06/2024 | Present |
1. DBA: Backcountry Insurance Services 2. MICHAEL KORTZ, RFC, HIP POSITION: Owner NATURE: Independent insurance agent/broker for life, health, property & casualty. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 09/01/1999 ADDRESS: 1691 Shasta Trail, Boulevard CA 91905 DESCRIPTION: Act as insurance agent/broker for life, health, long term care, disability, auto, home, commercial, workers comp insurance. Also work with fixed and indexed annuities. 3. BACKCOUNTRY INSURANCE SERVICES POSITION: Owner NATURE: Insurance agent/broker. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1691 Shasta Trail, Boulevard CA 91905 DESCRIPTION: Act as insurance broker/agent for life, health, and property & casualty insurance. 4. DBA - Kortz Advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-24 |
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