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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-08 |
| CA | RA | APPROVED | 2018-11-02 |
Branch Locations
5245 E Santa Ana Canyon Road Suite 100, Anaheim, CA 92807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Nashville | TN | 06/2006 | 11/2018 |
| Osaic Wealth, Inc. | Anaheim | CA | 11/2018 | Present |
1) CANYON WEALTH MANAGEMENT AND INSURANCE SOLUTIONS POSITION: Broker NATURE: Life and Health Insurance Broker INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2006 ADDRESS: 5245 E Santa Ana Canyon Rd, Suite 100, Anaheim CA 92807, United States DESCRIPTION: Life, Annuities, DI, LTC, Health 2) NICHOLAS SLIEMERS - RENTAL PROPERTY POSITION: Owner of Property NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2024 ADDRESS: 8198 E Woodsboro Ave, Anaheim CA 92807, United States DESCRIPTION: Rental Property - 6511 E Camino Vista Unit 1, Anaheim, CA 92807 3) CANYON WEALTH MANAGEMENT AND INSURANCE SOLUTIONS POSITION: IAR NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/30/2006 ADDRESS: 5245 E Santa Ana Canyon Rd, Suite 100, Anaheim CA 92807, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-03 |
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