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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 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
7700 Irvine Center Dr. Ste 800, Irvine, CA 92618 • United States
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 |
|---|---|---|---|---|
| Wall Street Financial Group, Inc. | Fairport | NY | 05/2009 | 09/2016 |
| Securities America, Inc. | Irvine | CA | 09/2016 | 06/2024 |
| Securities America Advisors, Inc. | Irvine | CA | 09/2016 | 06/2024 |
| Osaic Wealth, Inc. | Irvine | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Irvine | CA | 06/2024 | Present |
INSURANCE POSITION: Financial Advisor NATURE: Solicit and sell fixed annuities, term life insurance, and health insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/26/2025 ADDRESS: 7700 Irvine Center Dr., Suite 800, Irvine CA 92618, United States DESCRIPTION: Solicit and sell fixed annuities, term life insurance, and health insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-16 |
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