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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 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
995 Montague Expressway Ste 121, Milpitas, CA 95035-0000 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 09/2017 |
| Lpl Financial, Llc | Milpitas | CA | 09/2017 | 09/2017 |
| Securities America Inc. | Milpitas | CA | 09/2017 | 06/2024 |
| Securities America Advisors | Milpitas | CA | 09/2017 | 06/2024 |
| Osaic Wealth, Inc. | Milpitas | CA | 06/2024 | Present |
1. OMKAR ROCKLIN INC POSITION: officer/shareholder in corporation NATURE: Ownership interest in Motel property. INVESTMENT RELATED: No NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2010 ADDRESS: 5450 China garden road, Rocklin CA 95677 DESCRIPTION: This property is 150 miles away from my location. I participate high level decision making and operations of business. 2. MEHTA AND ASSOCIATES POSITION: Advisor NATURE: Mehta and associates INVESTMENT RELATED: Yes NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 1 START DATE: 12/31/1999 ADDRESS: 995 Montague Express Way #121, Milpitas, CA 95035 DESCRIPTION: Selling Fixed, Indexed Insurance and term Insurance products. 3. MEGA PROFESSIONALS INTERNATIONAL POSITION: Shareholder/Officer NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 1/1996 ADDRESS: 995 Montague Express way #121, Milpitas, CA 95035 DESCRIPTION: Software consulting run by wife who is a Software engineer. 4. MONTAGUE PROFESSIONAL CENTRE POSITION: Board Member NATURE: HOA INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 1/2016 ADDRESS: 995 Montague Expressway Ste 121, Milpitas, CA 95035 DESCRIPTION: Board of Director in HOA where our office is located. Do whatever it takes to keep building operational.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-04 |
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