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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
6200 Canoga Ave. Suite #375, Woodland Hills, CA 91367 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Woodland Hills | CA | 02/2022 | 06/2024 |
| Kge Wealth Management | Woodland Hills | CA | 07/2014 | Present |
| Securities America Advisors | Woodland Hills | CA | 07/2023 | 06/2024 |
| Osaic Wealth, Inc. | Woodland Hills | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Woodland Hills | CA | 06/2024 | Present |
KGE WEALTH MANAGEMENT POSITION: operations NATURE: KGE Wealth ManagementFinancial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/29/2022 ADDRESS: 6200 Canoga Ave, Suite 375, Woodland Hills CA 91367, United States DESCRIPTION: financial planning billing, operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-03 |
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