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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
1490 N Claremont Blvd, Ste 100, Claremont, CA 91711 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lone Eagle Wealth Services, Inc | Claremont | CA | 04/2010 | Present |
| Securities America Inc | Claremont | CA | 12/2015 | 06/2024 |
| Securities America Advisors | Claremont | CA | 12/2015 | 06/2024 |
| Osaic Wealth, Inc. | Claremont | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Claremont | CA | 06/2024 | Present |
1. Pomona Valley Hospital Medical Center Foundation POSITION: Board Member NATURE: John Campbell is a Board Member of the Pomona Valley Hospital Medical Center Foundation. John is a member of the Investment Sub-Committee that maintains the upper and lower limits for each component of the Endowment's allocation in the Investment Policy. The Board Members do not select or recommend specific mutual funds or money managers. That selection is done by the Account Represenetative from Northern Trust. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2010 ADDRESS: 1798 N Garey Avenue, Pomona CA 91767 DESCRIPTION: The Foundation Board members approve disbursements from the endowment to benefit various activities of the Medical Center. We approve the guidelines that make up the investment policy statement that governs the way the endowment is allocated. 2. CAMPBELL PROPERTIES POSITION: Owner NATURE: Name: Rental Property - Position: Owner - Nature: Rental Property - Investment Related: No - Hours: 1 - Securities Trading Hours: 0 - Start Date: 01/01/2009 - Address: 1053 Moab Drive, Claremont CA 91711 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 1053 Moab Dr, Claremont CA 91711 DESCRIPTION: I collect rent from tenants. We currently have no tenants. 3. LONE EAGLE WEALTH SERVICES POSITION: Owner NATURE: Osaic, Inc. - Investment Related: Yes - IAR - Investment Related: Yes - Address 1490 N Claremont Blvd STE 100 Claremont, CA 91711 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2015 ADDRESS: 1490 N Claremont Blvd., Suite 100, Claremont CA 91711, United States DESCRIPTION: I am a Registered Representative doing business in a Osaic, Inc. Branch called Lone Eagle Wealth Services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-12-16 |
| S65 | Uniform Investment Adviser Law Examination | 1994-12-13 |
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