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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Centralia | WA | 08/2016 | 06/2024 |
| Securities America Advisors | Centralia | WA | 08/2016 | 06/2024 |
| Osaic Wealth, Inc. | Centralia | WA | 06/2024 | Present |
***Kevin Stottlemyre Nature: Insurance Sales - Position: Agent - Investment Related: Yes - Start Date: 7/2009 - Address: 609A West Main St, Centralia WA 98531 ***Stottlemyre Christin Investments - DBA ***STOTTLEMYRE CHRISTIN INVESTMENTS POSITION: advisor NATURE: Securities America Advisors - Nature: Investment Advisory Services - Position: IAR - Investment Related: Yes - Start Date: 8/2016 - Address: 609A West Main St, Centralia WA 98531 INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2016 ADDRESS: 609A West Main St, Centralia WA 98531 DESCRIPTION: Advisory accounts ***STOTTLEMYRE CHRISTIN INVESTMENTS POSITION: agent NATURE: I have used Financial Independence Group as my FMO for my fixed annuity and insurance business. All business would be under Stottlemyre Christin Investments. I was instructed when I joined Securities America to either use FIG or Highland Capital. I soon found out that I could run my annuity business directly with Securities America. I have chose to do the business direct with Securities America if I can. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2016 ADDRESS: 609A W MAIN ST, CENTRALIA WA 98531 DESCRIPTION: I haven't done any business with the FMO but I have a lot of fixed annuities that I service and that can't be held at Securities America. Just recently I started receiving trail commissions on some Allianz Index Annuities that were sold prior to me joining Securities America. They are being paid to me through the FMO and directly to my business account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-13 |
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