Gina Marie Duryea

Current Employers

Employment History

• 06/2016 → 06/2024
  Securities America Inc.
  Folsom, CA
• 06/2016 → 06/2024
  Securities America Advisors
  Folsom, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Evergreen, CO
• 06/2024 → Present
  Osaic Wealth, Inc.
  Evergreen, CO

Previous Registrations

• 2016-06-24 → 2024-06-14
  Securities America Advisors, Inc.
  Sacramento, CA
  Sacramento, CA
  Folsom, CA
• 2008-07-29 → 2016-06-23
  Cetera Wealth Services, Llc
  Rancho Cordova, CA
  Evergreen, CO
  Rancho Cordova, CA
  Evergreen, CO
  Rancho Cordova, CA
  Livermore, CA
• 1997-07-08 → 2008-11-06
  Pension Planners Securities, Inc.
  Sacramento, CA
  Sacramento, CA

Other Businesses

1. FIXED INSURANCE SALES POSITION: Agent NATURE: Fixed annuity, life and LTC sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/1990 ADDRESS: 1972 BALDY LN, EVERGREEN CO 80439 DESCRIPTION: Selling fixed products to existing clients that meet their needs. 2. COCO FINANCIAL POSITION: President, owner NATURE: Owner, Coco Financial INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 1972 BALDY LN, EVERGREEN CO 80439 DESCRIPTION: This is solely an S corp for tax advantages with the IRS. 3. ADVISORY BUSINESS POSITION: Investment Advisor NATURE: SECURITIES AMERICA ADVISORS INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 06/01/2016 ADDRESS: 6552 Little Cub Creek Road, Evergreen CO 80439 DESCRIPTION: 3rd party RIA business 4. JAMPACKED JOURNEYS POSITION: Travel fun & reporting NATURE: Travel Blog/Vlog Travel booking trips INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 6552 Little Cub Creek Rd, Evergreen CO 80439 DESCRIPTION: A travel blog/vlog, mostly for fun, done during vacations. Not sure if any money will ever be made, but we will have a YouTube channel about our travels, but nothing investment related will ever be discussed. Adding the ability to book travel as a travel agent. Will be using it mainly to book travel for myself as a support to the blog/vlog but may also book for family/friends if traveling together or helping them. The majority (and potentially 100%) of commissions made will be from own personal travel, which is based on what personal trips I take per year. 5. CUB CREEK RANCH HOA POSITION: Treasurer NATURE: This is an HOA, a non-profit corporation set up to manage a property of 35 homeowners to keep the roads, gates, and other elements maintained. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2026 ADDRESS: Cub Creek Ranch HOA, Evergreen CO 80439, United States DESCRIPTION: The main duty is to vote on board issues for my HOA board with 35 residents. The HOA duties are pretty simple: road, gate, and fence maintenance are the main duties. Our BOD has a management company (MSI) that does the books, issues the checks, and manages the bank account/finances. As treasurer, I will help create the annual budget and give the management company the go-ahead to confirm vendors (along with a second member, as two BOD members must confirm all work). I have performed services so the management company can send out payment. As BOD members, we do not even have access to a checkbook, and we are also covered by a fiduciary bond.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-03-27

Other Names

• Gina Marie Spradlin
• Gina Duryea Spradlin
• Gina Marie Duryea
• Gina Marie Duryea
• Gina Marie Coco