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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-14 |
| CA | RA | APPROVED | 2024-06-14 |
Branch Locations
9920 Pacific Heights Blvd Ste 100, San Diego, CA 92121 • United States
3101 N. Central Avenue Suite 1163, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Advisors, Inc. | San Diego | CA | 02/2003 | 06/2024 |
| Securities America, Inc. | La Jolla | CA | 04/2002 | 06/2024 |
| Coghlan Financial Group, Inc. | San Diego | CA | 07/2007 | Present |
| Osaic Wealth, Inc. | San Diego | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | San Diego | CA | 06/2024 | Present |
1. COGHLAN FINANCIAL GROUP, INC., INSURANCE AGENCY - SENIOR VICE PRESIDENT - AGENT - INVESTMENT REALTED - START DATE: 07/2005 - LOCATED AT 4370 LA JOLLA VILLAGE DRIVE SUITE 630, SAN DIEGO, CA 92122, United States - 1% TIME SPENT 2. INDEPENDENT INSURANCE AGENT POSITION: Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2005 ADDRESS: 4370 La Jolla Village Dr Ste 630, San Diego CA 92122 DESCRIPTION: Sales of fixed insurance products. 3. WILLARD CAPITAL CONSULTING POSITION: Owner NATURE: Business office organization and workflow consulting. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2015 ADDRESS: 13137 Bella Rosa Rd, San Diego CA 92131, United States DESCRIPTION: Consulting local San Diego businesses on organizational and work flow optimization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-24 |
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