Best Investors Account Sign in

Donald Andrew Bogue

Osaic Wealth, Inc.

Morgan Hill, CA

Campbell, CA

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24

Branch Locations

Morgan Hill, CA • United States

2105 S. Bascom Avenue Suite 300, Campbell, CA 95008 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
King Wealth Planning, Inc. Campbell CA 03/2016 07/2019
Lpl Financial Llc Campbell CA 03/2016 07/2019
Hd Vest Insurance Agency, Llc Irving TX 07/2019 10/2019
Hd Vest Investment Services San Jose CA 07/2019 10/2019
Hd Vest Advisory Services San Jose CA 07/2019 10/2019
Lpl Financial, Llc San Jose CA 10/2019 03/2020
Unemployed Morgan Hill CA 03/2020 07/2020
Lincoln Financial Advisors Campbell CA 07/2020 01/2025
Osaic Wealth, Inc. Campbell CA 01/2025 Present
  • 03/2016 → 07/2019
    King Wealth Planning, Inc.
    Campbell, CA
  • 03/2016 → 07/2019
    Lpl Financial Llc
    Campbell, CA
  • 07/2019 → 10/2019
    Hd Vest Insurance Agency, Llc
    Irving, TX
  • 07/2019 → 10/2019
    Hd Vest Investment Services
    San Jose, CA
  • 07/2019 → 10/2019
    Hd Vest Advisory Services
    San Jose, CA
  • 10/2019 → 03/2020
    Lpl Financial, Llc
    San Jose, CA
  • 03/2020 → 07/2020
    Unemployed
    Morgan Hill, CA
  • 07/2020 → 01/2025
    Lincoln Financial Advisors
    Campbell, CA
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Campbell, CA
Previous Registrations
  • 2020-07-29 → 2025-01-24
    Osaic Fa, Inc.
    Campbell, CA
    Campbell, CA
  • 2019-10-30 → 2020-03-27
    Lpl Financial Llc
    San Jose, CA
    Sacramento, CA
    Campbell, CA
  • 2019-08-12 → 2019-10-30
    Avantax Advisory Services
    San Jose, CA
    Dallas, TX
  • 2019-03-05 → 2019-09-03
    King Wealth Planning, Inc.
    Campbell, CA
  • 2018-02-12 → 2019-08-05
    Lpl Financial Llc
    Campbell, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-09
  • S66 Uniform Combined State Law Examination
    2018-02-09
Other Names
  • Donald A Bogue
  • Drew Bogue

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
FOCUS PARTNERS WEALTH, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J WARD FINANCIAL
PRIVATE ADVISOR GROUP, LLC

Other Investors

BRADLEY BRIAN LEDWITH
JESSICA LAILOR LEVAN
Victor Acevedo
Jesus Maciel
IBUN ANDO
MARK THOMAS GRISEDALE
DANIEL THOMAS NEWQUIST
DANIEL JEFFREY MAY

Other Offices

LPL FINANCIAL LLC · MORGAN HILL, CA
J.P. MORGAN SECURITIES LLC · MORGAN HILL, CA
WELLS FARGO CLEARING SERVICES, LLC · MORGAN HILL, CA
LPL FINANCIAL LLC · MORGAN HILL, CA
FOCUS PARTNERS WEALTH, LLC · MORGAN HILL, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Morgan Hill, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Morgan Hill, CA
J WARD FINANCIAL · MORGAN HILL, CA

More in Morgan Hill, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor