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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-01-03 |
| CA | RA | APPROVED | 2016-04-04 |
| TX | RA | APPROVED | 2016-04-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Associates | Pleasanton | CA | 04/2016 | Present |
| Signator Investors, Inc. | Pleasanton | CA | 05/2016 | 11/2017 |
| Triad Advisors | Norcross | GA | 11/2017 | 08/2024 |
| Continuum Advisory, Llc | Eagle | ID | 04/2016 | Present |
| Osaic Wealth, Inc. | Eagle | ID | 08/2024 | Present |
1) Continuum Advisory LLC; investment related; 873 E State Street, Eagle, ID 83616; RIA; Principal; 4/2016; 40 hrs/week; 6.5 hrs during trading; oversee advisors, manage money for clients, & financial planning 2) Insurance Sales; Brian Damiani/Wealth Management Associates; investment related; 873 E State Street, Eagle, ID 83616; life/health insurance; advisor;2000; 10 hrs/month; 6.5 hrs during trading; offer life insurance to our clients 3) Wealth Management Associates; investment related; 873 E State Street, Eagle, ID 83616; financial planning/investment management; president, CFP; 2000; 60-80 hrs/week; 6.5 hrs during trading; CFP, planning & management for clients 4) Trustee for family members; investment related; 873 E State Street, Eagle, ID 83616; trustee; trustee; 2008;4 hrs/month; 0 hrs during trading; trustee of family accounts 5) Damiani Family Planning Inc; not investment related; 873 E State Street, Eagle, ID 83616; corporation for business; 2008;0 hrs/month; 0 hrs during trading; corporation for business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-28 |
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