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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-27 |
| TX | RA | APPROVED_RES | 2026-01-02 |
| CA | RA | APPROVED | 2024-06-14 |
Branch Locations
950 S. Bascom Avenue Suite 2004, San Jose, CA 95128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | San Jose | CA | 10/2020 | 06/2024 |
| Between The Boards | Bend | OR | 05/2013 | 12/2019 |
| Point Lavinia Commercial Charters | Seattle | WA | 09/2013 | Present |
| Securities America Advisors | San Jose | CA | 01/2022 | 06/2024 |
| Osaic Wealth, Inc. | San Jose | CA | 06/2024 | 01/2026 |
| Osaic Wealth, Inc. | San Jose | CA | 01/2026 | Present |
1. POINT LAVINIA COMMERCIAL CHARTERS POSITION: deckhand NATURE: Help friend on his boat. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2013 ADDRESS: 1900 W Nickerson, Suite 116 #99, Seattle WA 98119, United States DESCRIPTION: Help on boat at random times when he needs an extra hand. 2. BLIZZARD/TECNICA POSITION: Pro rep NATURE: Promoting a ski brand. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2009 ADDRESS: 19 Technology Drive, West Lebanon NH 03784, United States DESCRIPTION: Ski on new product and talk about it with people on the mountain. Help with demos.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-30 |
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