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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
8497 N Millbrook Ave Ste 101, Fresno, CA 93720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliff Wilson | Clovis | CA | 01/2013 | Present |
| Securities America, Inc. | Fresno | CA | 01/2014 | 06/2024 |
| Securities America Advisors | Fresno | CA | 05/2016 | 06/2024 |
| Osaic Wealth, Inc. | Fresno | CA | 06/2024 | Present |
1. SETH WILSON POSITION: Advising and offering insurance and insurance products NATURE: Looking to provide various forms of insurance for my clients as needed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/15/2017 ADDRESS: 8497 N Millbrook Ave, Suite 101, Fresno CA 93720, United States DESCRIPTION: I am requesting permission to write insurance and insurance products through FPG and US Advisors. 2. INCOMEMAX FINANCIAL POSITION: CFP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: 8497 N. Millbrook Ave, Suite 101, Fresno CA 93720, United States DESCRIPTION: insurance sales and service for various carriers. Financial services DBA name.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-09 |
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