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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
1600 W. Hillsdale Blvd, Suite 204, San Mateo, CA 94402-0000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ben Yohanan Annuity & Insurance Agency, Inc. | San Mateo | CA | 11/2008 | Present |
| Securities America, Inc. | San Mateo | CA | 01/2009 | 06/2024 |
| Securities America Advisors, Inc | San Mateo | CA | 01/2013 | 06/2024 |
| Osaic Wealth, Inc. | San Bruno | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | San Bruno | CA | 06/2024 | Present |
BEN YOHANAN ANNUITY & INSURANCE AGENCY, INC. POSITION: Project management NATURE: We offer fixed annuity products primarily to employees of school district, city/county employees and non-profit organizations. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 12 START DATE: 02/10/2008 ADDRESS: 1600 W. Hillsdale Blvd. Suite 121, San Mateo CA 94022, United States DESCRIPTION: Manage existing fixed annuity contracts i.e. contribution changes and withdrawals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-26 |
| S66 | Uniform Combined State Law Examination | 2012-09-27 |
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