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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-11-02 |
Branch Locations
7110 N Fresno Street Suite 120, Fresno, CA 93720 • 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 |
|---|---|---|---|---|
| Pillar Financial Group | Fresno | CA | 07/2013 | Present |
| Sagepoint Financial | Fresno | CA | 03/2014 | 03/2017 |
| Sii | Nashville | TN | 03/2017 | 11/2018 |
| Osaic Wealth, Inc. | Fresno | CA | 11/2018 | Present |
1) FERGUSON FAMILY TRUST POSITION: Successor Trustee NATURE: Family Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/15/2017 ADDRESS: 1340 E Fallbrook Ave, Fresno CA 93720, United States DESCRIPTION: No duties currently. Listed as successor trustee of Ferguson Trust which is my Mother-in-Law. 2) PILLAR FINANCIAL GROUP LLC/FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/15/2023 ADDRESS: 7110 N Fresno St, Ste 120, Fresno CA 93720, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance. 3) PILLAR FINANCIAL GROUP LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/15/2023 ADDRESS: 7110 N Fresno St, Ste 120, Fresno CA 93720, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-13 |
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