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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
1625 The Alameda Suite 206, San Jose, CA 95126 • United States
1625 The Alameda Suite #206, San Jose, CA 95126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-10-25 |
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