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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-14
TX RA APPROVED 2024-06-14
  • CA RA
    APPROVED
    Since 2024-06-14
  • TX RA
    APPROVED
    Since 2024-06-14

Branch Locations

San Diego, CA • United States

1625 The Alameda Suite 206, San Jose, CA 95126 • United States

1625 The Alameda Suite #206, San Jose, CA 95126 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foothill Securities, Inc. Mountain View CA 06/2007 12/2016
Amanda Mathias Bonomi, Ea San Jose CA 01/2007 Present
Jamberry San Jose CA 02/2014 12/2016
Insurance Sales San Jose CA 06/2015 Present
Securities America, Inc. San Jose CA 12/2016 06/2024
Securities America Advisors, Inc. La Vista NE 12/2016 06/2024
Osaic Wealth, Inc. San Jose CA 06/2024 Present
Osaic Wealth, Inc. San Jose CA 06/2024 Present
  • 06/2007 → 12/2016
    Foothill Securities, Inc.
    Mountain View, CA
  • 01/2007 → Present
    Amanda Mathias Bonomi, Ea
    San Jose, CA
  • 02/2014 → 12/2016
    Jamberry
    San Jose, CA
  • 06/2015 → Present
    Insurance Sales
    San Jose, CA
  • 12/2016 → 06/2024
    Securities America, Inc.
    San Jose, CA
  • 12/2016 → 06/2024
    Securities America Advisors, Inc.
    La Vista, NE
  • 06/2024 → Present
    San Jose, CA
  • 06/2024 → Present
    San Jose, CA
Previous Registrations
  • 2016-12-08 → 2024-06-14
    Securities America Advisors, Inc.
    San Jose, CA
  • 2016-02-05 → 2016-12-08
    Foothill Securities, Inc.
    San Jose, CA
    Santa Clara, CA
    Santa Clara, CA
Other Businesses

1. JAMBERRY -DIRECT SALES FOR JAMBERRY NAILS; SAN JOSE, CA ; NON-INVESTMENT RELATED; OWNER; START DATE 02/14/2014; 10 HOURS PER MONTH; 4 HOURS DURING MARKET HOURS; SELL JAMBERRY NAILS TRAIN OTHERS WHO WOULD LIKE TO DO THIS ALSO. 2. AMANDA M. BONOMI, E.A., CFP POSITION: Owner NATURE: Enrolled Agent and Tax Preparer INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2009 ADDRESS: 1625 The Alameda, Suite 206, San Jose CA 95126 DESCRIPTION: I prepare taxes and help clients with tax planning. 3. AMANDA M. BONOMI, E.A., CFP POSITION: Owner NATURE: Term life insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 1625 The Alameda, Suite 206, San Jose CA 95126 DESCRIPTION: I have my insurance license and sell term life insurance when appropriate to clients. 4. BONOMI FINANCIAL, INC. POSITION: Owner NATURE: Tax preparation and tax planning. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2023 ADDRESS: 1625 The Alameda, Ste 206, San Jose CA 95126 DESCRIPTION: Prepare taxes. Help with tax planning. 5. JADE SAN DIEGO POSITION: Vice President NATURE: Non-profit to help support youth athletics in low income areas. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2024 ADDRESS: 17280 Via del Campo, San Diego CA 92127, United States DESCRIPTION: Oversee fundraisers. Review scholarships for potential recipients.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-10-25
  • S63 Uniform Securities Agent State Law Examination
    2007-10-25
Designations
Other Names
  • Amanda Marie Mathias
  • Amanda Marie Mathias

View on SEC IAPD

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