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Thomas Henry Bilotti

Osaic Wealth, Inc.

Danville, CA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-19
CA RA APPROVED 2007-03-01
  • TX RA
    APPROVED_RES
    Since 2024-05-19
  • CA RA
    APPROVED
    Since 2007-03-01

Branch Locations

208 Santiago Ct, Danville, CA 94526 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Freedom Equity Group Financial Services San Jose CA 11/2005 Present
Various Insurance Companies San Ramon CA 12/2005 Present
Bilotti Financial Group San Ramon CA 01/2006 Present
Osaic Wealth, Inc. San Ramon CA 03/2007 Present
  • 11/2005 → Present
    Freedom Equity Group Financial Services
    San Jose, CA
  • 12/2005 → Present
    Various Insurance Companies
    San Ramon, CA
  • 01/2006 → Present
    Bilotti Financial Group
    San Ramon, CA
  • 03/2007 → Present
    San Ramon, CA
Previous Registrations
  • 2007-07-10 → 2010-12-31
    United Securities Alliance, Inc.
    Englewood, CO
    Greenwood Village, CO
  • 2007-07-10 → 2007-12-31
    United Securities Alliance, Inc.
    Englewood, CO
  • 2006-08-30 → 2007-03-01
    United Securities Alliance, Inc.
    San Ramon, CA
    San Ramon, CA
Other Businesses

1)FREEDOM EQUITY GROUP FINANCIAL SVCS - 550 S WINCHESTER BLVD #620, SAN JOSE, CA 95128 - FIXED INSURANCE PRODUCT SALES AND MORTGAGE ORIGINATION - SALES REP - NOT INVESTMENT-RELATED - 11/01/05 TO PRESENT - HRS PER MTH: 80 TRADING HRS: 30 2)VARIOUS INSURANCE COMPANIES - SAN RAMON, CA - LIFE INSURANCE & ANNUITIES/FIXED - AGENT - NOT INVESTMENT-RELATED - 12/01/05 TO PRESENT - HRS PER MTH: 80 TRADING HRS: 0 3) BILOTTI FINANCIAL GROUP - SAN RAMON, CA - SECURITIES & ADVISORY SERVICES - FINANCIAL ADVISOR - INVESTMENT-RELATED - 01/01/06 TO PRESENT - HRS PER MTH: 160 TRADING HRS: 6-5 4) BILOTTI FINANCIAL GROUP POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 03/01/1977 ADDRESS: 208 Santiago Ct., Danville CA 94526, United States DESCRIPTION: Manage, invest and meet with advisory clients with regard to securities investments.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-18
S63 Uniform Securities Agent State Law Examination 1994-10-24
  • S65 Uniform Investment Adviser Law Examination
    2006-08-18
  • S63 Uniform Securities Agent State Law Examination
    1994-10-24

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