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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_RES | 2024-06-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Foothill Securities, Inc. | Citrus Heights | CA | 03/1997 | 12/2016 |
| Costello And Company Cpa, Inc. | Oxnard | CA | 01/2008 | Present |
| Ed Costello- Tax Preparation Services | Oxnard | CA | 01/2009 | Present |
| Securities America, Inc. | Oxnard | CA | 12/2016 | 06/2024 |
| Securities America Advisors, Inc. | Oxnard | CA | 12/2016 | 06/2024 |
| Osaic Wealth, Inc. | Oxnard | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Oxnard | CA | 06/2024 | Present |
1. INSURANCE POSITION: sales representative NATURE: Insurance sales- please note change to indexed annuities sale from last submission. I have researched and looked into the index annuity in the last year- i have not and most likely will not sell any indexed annuities. Therefore I unclicked that box. If that changes, I will update this. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 07/19/2017 ADDRESS: 300 E Esplanade Dr #450, Oxnard CA 93036, United States DESCRIPTION: Insurance sales 2. COSTELLO AND COMPANY CPA INC POSITION: Tax preparer and 49% owner NATURE: Own 49% of an accounting firm registered with the IRS as an S-Corporation. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2009 ADDRESS: 300 E Esplanade Dr #450, Oxnard CA 93036, United States DESCRIPTION: I am directly involved with the tax preparation, tax planning, and assisting in these same activities for Individual 1040 tax returns as well as 1041 Fiduciary (Trust) tax returns. I, myself am not involved with the bookkeeping duties of our tax clients. We have one staff member that receives client ledger accounts and she makes adjustments before preparing tax returns.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-02-21 |
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