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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
742 Bancroft Rd, Walnut Creek, CA 94598 • United States
2475 Iron Point Rd Ste. 110, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cue Financial Group, Inc. | Hayward | CA | 04/2008 | 12/2017 |
| Foothill Securities, Inc. | Hayward | CA | 08/2009 | 12/2016 |
| Provident Credit Union | Walnut Creek | CA | 05/2008 | Present |
| Securities America, Inc. | Walnut Creek | CA | 12/2016 | 06/2024 |
| Securities America Advisors | Walnut Creek | CA | 01/2018 | 06/2024 |
| Osaic Wealth, Inc. | Folsom | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Folsom | CA | 06/2024 | Present |
PROVIDENT CREDIT UNION POSITION: introduce members NATURE: Provident Credit Union INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/08/2008 ADDRESS: 303 Twin Dolphin Rd., Redwood City CA 94063 DESCRIPTION: employee of the credit union PROVIDENT CREDIT UNION - DBA DBA: Provident Advisors SAA POSITION: advisory NATURE: advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2018 ADDRESS: 742 Bancroft Rd, Walnut Creek CA 94598, United States DESCRIPTION: advising on investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-18 |
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