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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
2829 Townsgate Rd Suite 315, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Financial Network Llc | Calabasas | CA | 06/2015 | 08/2017 |
| Sofies Sa | Geneve | 10/2017 | 12/2017 | |
| Northern Arizona University | Flagstaff | AZ | 08/2015 | 12/2019 |
| Securities America, Inc. | Westlake Village | CA | 08/2020 | 06/2024 |
| Securities America, Inc. | Westlake Village | CA | 06/2020 | 08/2020 |
| Unemployed | Porter Ranch | CA | 12/2019 | 06/2020 |
| Securities America Advisors | Westlake Village | CA | 03/2021 | 06/2024 |
| Osaic Wealth, Inc. | Westlake Village | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Westlake Village | CA | 06/2024 | Present |
SECURITIES AMERICA ADVISORS POSITION: Employee NATURE: This is an advisory affiliation with Securities America Advisors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2021 ADDRESS: 12325 Port Grace Blvd., La Vista NE 68128, United States DESCRIPTION: I will have the opportunity tooffer advisory services to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-26 |
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