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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 |
|---|---|---|---|---|
| Chico Unified School Dist. | Chico | CA | 08/2001 | Present |
| Securities America, Inc. | San Clemente | CA | 04/2014 | 06/2024 |
| Securities America Advisors | San Clemente | CA | 01/2016 | 06/2024 |
| Osaic Wealth, Inc. | San Clemente | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | San Clemente | CA | 06/2024 | Present |
1. SAN CLEMENTE CITY CHAMBER OF COMMERCE POSITION: Board Member NATURE: Board Member of the San Clemente City Chamber of Commerce INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 1231 Puerta Del Sol #200, San Clemente CA 92673, United States DESCRIPTION: Promote businesses within the community and foster good will. 2. MCCAA V LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/24/2024 ADDRESS: 7 Chapital, San Clemente CA 92672, United States DESCRIPTION: Owning a rental property which is managed by an outside company. 3. SAN CLEMENTE WEALTH MANAGEMENT, LLC POSITION: Sole Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 7 Chapital, San Clemente CA 92672, United States DESCRIPTION: This LLC receives 1099 compensation as a registered assistant to Arlon Enmeier.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-02 |
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