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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-19 |
| CA | RA | APPROVED | 2007-03-01 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-24 |
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