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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 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 11/2013 | 10/2018 |
| Securities America, Inc. | Capitola | CA | 10/2018 | 06/2024 |
| Securities America Advisors | Capitola | CA | 10/2018 | 06/2024 |
| Osaic Wealth, Inc. | Capitola | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Capitola | CA | 06/2024 | Present |
**n/a Position: Agent - Nature: Life Insurance - Investment Related: No - Hours: 1 Securities Trading Hours: 1 - Start Date: 08/01/2004 Address: 521 Capitola Ave, Capitola CA 95010 **BA Holdings, LLC Position: Managing Partner - Nature: Business Holding Company - Investment Related: Yes - Hours: 1 - Securities Trading Hours: 1 - Start Date: 08/01/2018 Address: 521 Capitola Ave, Capitola CA 95010 **Securities America Advisory Position: Advisor - Nature: Advisory - Investment Related: Yes - Hours: 80 Securities Trading Hours: 4 - Start Date: 11/01/2018 - Address: 521 Capitola Ave, Capitola CA 95010 **Alibrandi Family Trust Position: Owner - Nature: Investment Real Estate - Investment Related: Yes Hours: 1 - Securities Trading Hours: 1 - Start Date: 03/01/2011 Address: 4111 Cherryvale Avenue, Soquel CA 95073 **Burroughs-Braley-Alibrandi Wealth Management - DBA **RE PROPERTY IN MY TRUST POSITION: Owner/ Landlord NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 556 A Street, Hollister CA 95023 DESCRIPTION: Bought a Tri-plex Rental Property 10/1/2020. Receive rental income from tenants. **SANTA CRUZ COUNTY LACROSSE POSITION: Treasurer NATURE: Volunteer Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/06/2022 ADDRESS: PO Box 1258, Santa Cruz CA 95061 DESCRIPTION: Treasurer, maintaining books and records **DBA - Beach House Wealth Management **KELLER WILLIAMS/ALAN WANG REALTY GROUP POSITION: Referral Agent NATURE: Referral Agent INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 2520 Mission College BLVD, Suite 102, Santa Clara CA 95054 DESCRIPTION: A place to hang my RE license. Referral Agent **BA REAL ESTATE HOLDINGS, LLC POSITION: Managing Partner NATURE: This is an LLC that our office building, brokerage account and checking account is held under. We will also continue to add property as we purchase it over time. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2025 ADDRESS: 521 Capitola Ave, Capitola CA 95010, United States DESCRIPTION: Manage bills of property. **POWER OF ATTORNEY THOMAS C. ALIBRANDI TRUST POSITION: Trustee NATURE: My father suffers from Alzheimer's and I manage some of his finances on his behalf INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2025 ADDRESS: 521 Capitola Avenue, Capitola CA 95010, United States DESCRIPTION: I manage some of my Father's finances as he is aging and suffers from Alzheimer's.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-13 |
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