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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-28 |
| CA | RA | APPROVED | 2024-11-08 |
Branch Locations
3170 Crow Canyon Place Suite 105, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foothill Securities, Inc. | San Ramon | CA | 01/2004 | 12/2016 |
| Omni-Prestige Insurance Services, Inc. | San Ramon | CA | 01/2004 | Present |
| Securities America, Inc. | San Ramon | CA | 12/2016 | 06/2024 |
| Arbor Point Advisors | Lavista | NE | 12/2016 | 11/2024 |
| Foothill Securities, Inc. | Santa Clara | CA | 12/2016 | 12/2016 |
| Osaic Wealth, Inc. | San Ramon | CA | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. CO-TRUSTEE ON FATHER'S ESTATE POSITION: Co-Trustee NATURE: Added as Co-Trustee on my Father's accounts. My Dad is 93 years old. This is just for estate planning purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2017 ADDRESS: 40 Plymouth Court, San Ramon CA 94582 DESCRIPTION: Acting as Co-Trustee on my Dad's estate. I will be added to his bank and investment accounts as well as to the title of his real estate. There are no duties currently. This is simply for estate planning. 2. OMNI-PRESTIGE INSURANCE SERVICES, INC. POSITION: Vice-President NATURE: Omni-Prestige Insurance Services, Inc. - Sales of life, LTC and group benefits INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 3170 Crow Canyon Pl, Suite 105, San Ramon CA 94583, United States DESCRIPTION: Sales and service of life, LTC, health and group insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-02-20 |
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