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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cml Wealth Management | Brea | CA | 06/2016 | 11/2021 |
| Lpl Financial, Llc | Brea | CA | 06/2016 | 11/2021 |
| Sagepoint Financial, Inc. | Brea | CA | 11/2021 | Present |
| Osaic Wealth, Inc. | Brea | CA | 09/2023 | Present |
1. VEATER FINANCIAL GROUP POSITION: Financial Consultant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 90 START DATE: 11/08/2021 ADDRESS: 60 Pointe Drive, Suite 101, Brea CA 92821, United States DESCRIPTION: Client support, reviews, trading, paperwork for a financial planning firm 2. BI PETRO POSITION: none-passive NATURE: Mineral rights to an oil well in Illinois INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/20/1998 ADDRESS: 3150 Executive Park Dr, P.O. Box 19246, Springfield IL 62794, United States DESCRIPTION: none-passive owner I just collect checks
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-28 |
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