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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 |
Branch Locations
3435 Wilshire Blvd #400, Los Angeles, CA 90010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Los Angeles | CA | 10/2008 | Present |
| Securities America Advisors, Inc. | Los Angeles | CA | 10/2008 | Present |
| Osaic Wealth, Inc. | Los Angeles | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Los Angeles | CA | 06/2024 | Present |
SECURITIES AMERICA ADVISORS POSITION: Management of the Account NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR - START DATE: 10/2008 - LOCATED AT 3435 WILSHIRE BLVD #400, LOS ANGELES, CA 90010 INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 10/01/2008 ADDRESS: 3435 Wilshire Blvd Suite 400, Los Angeles CA 90010, United States DESCRIPTION: mutual funds PARADIGM FINANCIAL SERVICES POSITION: manager/partner NATURE: PARADIGM FINANCIAL SERVICES - INSURANCE SALES -MANAGER/PARTNER - START DATE: 11/2008 - LOCATED AT 3435 WILSHIRE BLVD #400, LOS ANGELES, CA 90010 - 30% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2008 ADDRESS: 3435 Wilshire Blvd Suite 400, Los Angeles CA 90010, United States DESCRIPTION: sale of term life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-29 |
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