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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
25500 Hawthorne Blvd Ste 1160, Torrance, CA 90505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Newport Beach | CA | 10/2011 | 05/2018 |
| Securities America, Inc. | Torrance | CA | 05/2018 | 06/2024 |
| Securities America Advisors | Torrance | CA | 05/2018 | 06/2024 |
| Osaic Wealth, Inc. | Torrance | CA | 06/2024 | Present |
DBA: Lacroix Wealth Management LACROIX WEALTH MANAGEMENT, LLC POSITION: CEO/Financial Advisor NATURE: Licensed Insurance Agent, CA Lic# OG11552 INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/10/2018 ADDRESS: 25500 Hawthorne Blvd., Suite 1160, Torrance CA 90505 DESCRIPTION: I am a licensed insurance agent and have the ability to sell various types of insurance and insurance related products. LACROIX WEALTH MANAGEMENT POSITION: Owner NATURE: Independent Financial Advisor providing investment advice and financial services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 6 START DATE: 05/01/2018 ADDRESS: 25500 Hawthorne Blvd., Suite 1160, Torrance CA 90505 DESCRIPTION: Independent Financial Advisor providing investment advice and financial services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-17 |
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