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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 |
| CA | RA | APPROVED | 2024-06-14 |
Branch Locations
306 Laurel Mountain Road Suite 104, Mammoth Lakes, CA 93546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mammoth Lakes Fire Protection District | Mammoth Lakes | CA | 01/2008 | Present |
| Securities America, Inc. | Folsom | CA | 01/2009 | 06/2024 |
| Securities America Advisors, Inc. | Lavista | NE | 01/2009 | 06/2024 |
| Osaic Wealth, Inc. | Mammoth Lakes | CA | 06/2024 | Present |
1. MLFD VOLUNTEER POSITION: volunteer / part-time first responder NATURE: MAMMOTH LAKES FIRE PROTECTION DISTRICT* INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 01/01/2005 ADDRESS: 3150 Main St, Mammoth Lakes CA 93546 DESCRIPTION: volunteer and part-time firefighter. 2. ORAM & KAYLOR STRATEGIC ASSET MANAGEMENT- INSURANCE POSITION: Life agent NATURE: Life insurance and annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2006 ADDRESS: 306 Laurel Mountain Road, Suite 104, Mammoth Lakes CA 93546, United States DESCRIPTION: I use life insurance as part of the financial planning process. I assist clients with determining if they need life insurance and at what level. Additional duties include marketing that I offer insurance services as well as client education.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-18 |
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