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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-04 |
| CA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banner Financial & Accounting Group Inc | Albuquerque | NM | 01/2011 | 12/2016 |
| Centaurus Financial Inc | Anaheim | CA | 06/2012 | 10/2017 |
| Securities America Inc. | Roseville | CA | 11/2017 | 06/2024 |
| Securities America Advisors | Roseville | CA | 11/2017 | 06/2024 |
| Osaic Wealth, Inc. | Roseville | CA | 06/2024 | Present |
1. VECTOR WEALTH MANAGEMENT INC / DBA NISSI WEALTH POSITION: agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2016 ADDRESS: 510 Oak St, Roseville CA 95678, United States DESCRIPTION: Sale of securities and insurance products as needed to fully implement a client's financial plan.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-11 |
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