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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
3530 Camino Del Rio N Suite 206, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsg Partners Financial & Insurance Services, Inc. | La Jolla | CA | 06/2006 | Present |
| Securities America, Inc. | La Jolla | CA | 01/2009 | 12/2018 |
| Securities America Advisors, Inc | San Diego | CA | 08/2013 | 12/2018 |
| Arbor Point Advisors | San Diego | CA | 09/2014 | 12/2018 |
| Woodbury Financial Services Inc | San Diego | CA | 12/2018 | 01/2024 |
| Osaic Wealth, Inc. | San Diego | CA | 01/2024 | Present |
1. BSB FINANCIAL SERVICES, INC. POSITION: President NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 12/20/2017 ADDRESS: 3550 Camino Del Rio North, Suite 207, San Diego CA 92108, United States DESCRIPTION: Retirement Planning 2. RSG PARTNERS POSITION: Managing Partner NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/04/2007 ADDRESS: 3550 Camino Del Rio North, Suite 207, San Diego CA 92108, United States DESCRIPTION: Sale of Life Insurance - Fixed and Long Term Care
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-23 |
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