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Gregory Alan Bokenkamp

Osaic Wealth, Inc.

Mammoth Lakes, CA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-26
CA RA APPROVED 2024-06-14
  • TX RA
    APPROVED_RES
    Since 2024-09-26
  • CA RA
    APPROVED
    Since 2024-06-14

Branch Locations

306 Laurel Mountain Road Suite 101, Mammoth Lakes, CA 93546 • 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
Securities America, Inc. Mammoth Lakes CA 08/2019 06/2024
Mammoth Tavern Mammoth Lakes CA 12/2013 Present
Sierra Star Golf Club Mammoth Lakes CA 05/2007 Present
Securities America Advisors Mammoth Lakes CA 06/2020 06/2024
Osaic Wealth, Inc. Mammoth Lakes CA 06/2024 Present
Osaic Wealth, Inc. Mammoth Lakes CA 06/2024 Present
  • 08/2019 → 06/2024
    Securities America, Inc.
    Mammoth Lakes, CA
  • 12/2013 → Present
    Mammoth Tavern
    Mammoth Lakes, CA
  • 05/2007 → Present
    Sierra Star Golf Club
    Mammoth Lakes, CA
  • 06/2020 → 06/2024
    Securities America Advisors
    Mammoth Lakes, CA
  • 06/2024 → Present
    Mammoth Lakes, CA
  • 06/2024 → Present
    Mammoth Lakes, CA
Previous Registrations
  • 2020-06-25 → 2024-06-14
    Securities America Advisors, Inc.
    Mammoth Lakes, CA
    Mammoth Lakes, CA
Other Businesses

***Mammoth Lakes Fire Department Position: Employee - Nature: Fire Department - Investment Related: No Hours: 40 - Securities Trading Hours: 0 - Start Date: 01/01/2014 Address: 3150 Main Street, Mammoth Lakes CA 93546 ***Red Pine Retreat LLC Position: Partner - Nature: My childhood home - Investment Related: No Hours: 0 - Securities Trading Hours: 0 - Start Date: 07/03/2018 Address: 34 Red Pine Drive, Landgrove VT 05152 ***DBA - Oram & Kaylor ***ORAM & KAYLOR STRATEGIC ASSET MANAGEMENT POSITION: Life Insurance sales NATURE: Sole proprietor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/18/2025 ADDRESS: 306 Laurel Mountain Road, Suite 101, Mammoth Lakes CA 93546, United States DESCRIPTION: I ask clients about their life insurance needs and will sell them an appropriate policy if suitable.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-23
  • S66 Uniform Combined State Law Examination
    2019-12-23

View on SEC IAPD

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