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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-05-30
CA RA APPROVED 2025-05-28
TX RA APPROVED 2025-05-28
  • NC RA
    APPROVED
    Since 2025-05-30
  • CA RA
    APPROVED
    Since 2025-05-28
  • TX RA
    APPROVED
    Since 2025-05-28

Branch Locations

18 Orinda Way, Orinda, CA 94563 • United States

Park Place Wealth Advisors, Inc

18 Orinda Way, Orinda, CA 94563 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-04-11
CA RA APPROVED 2007-01-24
  • TX RA
    APPROVED
    Since 2017-04-11
  • CA RA
    APPROVED
    Since 2007-01-24

Branch Locations

18 Orinda Way, Orinda, CA 94563 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Park Place Wealth Advisors, Inc. Orinda CA 05/2007 Present
Foothill Securities, Inc Orinda CA 02/2007 12/2016
Orinda Rotary- Rotary Foundation Board Orinda CA 01/2012 Present
Boy Scouts Of America Moraga CA 10/2012 Present
Park Place Real Estate Orinda CA 06/2006 01/2023
Insurance Sales Orinda CA 06/2015 Present
Securities America, Inc. Orinda CA 12/2016 06/2024
Osaic Wealth, Inc. Orinda CA 06/2024 Present
Osaic Wealth, Inc. Orinda CA 05/2025 Present
  • 05/2007 → Present
    Orinda, CA
  • 02/2007 → 12/2016
    Foothill Securities, Inc
    Orinda, CA
  • 01/2012 → Present
    Orinda Rotary- Rotary Foundation Board
    Orinda, CA
  • 10/2012 → Present
    Boy Scouts Of America
    Moraga, CA
  • 06/2006 → 01/2023
    Park Place Real Estate
    Orinda, CA
  • 06/2015 → Present
    Insurance Sales
    Orinda, CA
  • 12/2016 → 06/2024
    Securities America, Inc.
    Orinda, CA
  • 06/2024 → Present
    Orinda, CA
  • 05/2025 → Present
    Orinda, CA
Previous Registrations
  • 2006-10-17 → 2007-02-20
    Associated Planners Investment Advisory Inc
    Orinda, CA
  • 2006-11-29 → 2007-02-12
    Associated Securities Corp.
    Orinda, CA
Other Businesses

**PARK PLACE WEALTH ADVISORS, INC. POSITION: Salesman NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/15/2016 ADDRESS: 18 Orinda Way, Orinda CA 94563 DESCRIPTION: Insurance Sales for clients sold after assessment of need. **BOY SCOUTS OF AMERICA, TROOP 212 POSITION: Assistant Scoutmaster NATURE: Boy Scouts of America, Assistant Scoutmaster/ Troop Adult Quartermaster, 8-10 hours per month, I am a signer on the troop checking account, $0 income or other compensation from this activity INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2007 ADDRESS: 1 Macs Crossing, Moraga CA 94556 DESCRIPTION: Boy Scouts of America, Assistant Scoutmaster/ Troop Adult Quartermaster, 8-10 hours per month, I am a signer on the troop checking account, $0 income or other compensation from this activity. **ORINDA ROTARY POSITION: Member, NATURE: Community Service Organization INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 3 START DATE: 08/10/2009 ADDRESS: Po Box 44, Orinda CA 94563 DESCRIPTION: I am a chapter member and serve on Scholarship board and fundraising board. Our office manages the Orinda Rotary Endowment Account but we do not serve on the endowment board. We are not a signor on the Orinda Rotary Endowment accounts **PARK PLACE WEALTH ADVISORS, INC. POSITION: President NATURE: Park Place Wealth Advisors, Inc a Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/02/2007 ADDRESS: 18 Orinda Way, Orinda CA 94563 DESCRIPTION: Registered Investment Advisory. Consulting and management of client investment accounts, Fee Based Financial Management **CAMP TIMBERWOLF IMPROVEMENT COMMITTEE POSITION: Director/President NATURE: Board Member for Nonprofit Scouting Wilderness Camp INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 04/15/2023 ADDRESS: PO Box 134, Moraga CA 94556 DESCRIPTION: Serve as president of the volunteer board, coordinating fundraising and other camp administrative activities. Will serve as president of the board in a 3 year term 2023-2024-2025 PARK PLACE WEALTH ADVISORS, INC. POSITION: Owner NATURE: Subletting an office to a Marriage and Family Therapist. Collecting rent from Subletter. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2024 ADDRESS: 18 Orinda Way, Orinda CA 94563, United States DESCRIPTION: Collect Rent from office sublet

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-07
  • S66 Uniform Combined State Law Examination
    2006-09-07
Other Names
  • Dan Gannett

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