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11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-02-06 |
Branch Locations
930 Mendocino Ave. #101, Santa Rosa, CA 95401 • United States
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Guardian Life Insurance Company | New York | NY | 03/1994 | Present |
| Osaic Wealth, Inc. | Santa Rosa | CA | 06/1998 | Present |
1. NWF ADVISORY GROUP POSITION: Investment Advisory Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/01/2017 ADDRESS: 2984 Starlight Dr., Missoula MT 59803, United States DESCRIPTION: Manage fee based account and conduct financial plans. 2. MICHAEL T. WILSON, CFP AND HELIX BENEFIT CONSULTANTS POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2004 ADDRESS: 2984 Starlight Dr., Missoula MT 59803, United States DESCRIPTION: Life and Health insurance sales and servicing. I am licensed in Montana with a resident Life and Health and in California with a non-resident Life and Health License.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-27 |
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