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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-01 |
Branch Locations
7108 North Fresno Street Suite 410, Fresno, CA 93720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Fresno | CA | 06/2013 | 11/2020 |
| Sagepoint Financial, Inc. | Fresno | CA | 11/2020 | 09/2023 |
| Osaic Wealth, Inc. | Fresno | CA | 09/2023 | Present |
1. SENIOR STRATEGIES, INC POSITION: None NATURE: Corporation that pays my salary. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/02/2017 ADDRESS: 7108 N Fresno Street Ste #410, Fresno CA 93720, United States DESCRIPTION: No duties. 2. VEATER FINANCIAL GROUP POSITION: Financial Professional NATURE: Veater Financial Group is a DBA/Marketing Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/02/2017 ADDRESS: 7108 N Fresno Street Ste # 410, Fresno CA 93720, United States DESCRIPTION: Veater Financial Group is a DBA/Marketing NameMeeting with clients, performing trades, rebalancing accounts, sending out funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-12 |
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