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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
695 Tarpon Bay Road, Unit 4, Sanibel, FL 33957 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zurbriggen Financial | Sanibel | FL | 10/2017 | Present |
| Rick Bonfirm Ministries | Watkinsville | GA | 10/2015 | 10/2017 |
| Securities America Advisors | Sanibel | FL | 08/2021 | Present |
| Securities America, Inc | Sanibel | FL | 05/2019 | Present |
| Osaic Wealth, Inc. | Sanibel | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | Sanibel | FL | 06/2024 | Present |
DBA: Zurbriggen Financial ZURBRIGGEN FINANCIAL POSITION: Service Financial Professional NATURE: Investment Advisor Representative with Securities America Advisors, learning from and working under Richard Zurbriggen, rep ID 62694 who I work for at Zurbriggen Financial. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/10/2021 ADDRESS: 695 tarpon bay road, suite 4, Sanibel FL 33957, United States DESCRIPTION: Learn advisor representative role from Richard Zurbriggen (rep 62694) and in due time oversee and work with clientele and make investment recommendations when I begin advisory relationships with my own clients according to the states I'm registered in and services able to provide.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-31 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-09 |
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