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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Dixon | CA | 11/2013 | 06/2024 |
| Securities America Advisors, Inc. | Dixon | CA | 11/2013 | 06/2024 |
| Osaic Wealth, Inc. | Dixon | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Dixon | CA | 06/2024 | Present |
***PRJ INSURANCE MARKETING INSURANCE SALES- ADVISOR - INVESTMENT REALTED - START DATE: 03/2008 - LOCATED AT 125 N LINCOLN ST STE E, DIXON, CA 95620, United States - 50% TIME SPENT ***INVESTMENT ADVISORY SECURITIES AMERICA ADVISORS - IAR - INVESTMNET RELATED - START DATE: 11/2013 - LOCATED AT 125 N LINCOLN ST STE E, DIXON, CA 95620, United States **PRJ INSURANCE & WEALTH MANAGEMENT POSITION: Producer NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 05/14/2018 ADDRESS: 125 N. Lincoln St., Suite E, Dixon CA 95620 DESCRIPTION: Sales and services to individuals and business related to insurances under the life & health license. ***DBA - PRJ Insurance & Wealth Management, Inc. PRJ INSURANCE & WEALTH MANAGEMENT POSITION: Producer NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 05/14/2018 ADDRESS: 125 N. Lincoln St., Suite E, Dixon CA 95620, United States DESCRIPTION: Sales and services to individuals and business related to insurances under the life & health license.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-13 |
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