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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-10 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
19782 Macarthur Blvd Suite 270, Irvine, CA 92612 • 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 |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Costa Mesa | CA | 08/1995 | Present |
1. JAMES BOGDAN, LIFEPLANS FINANCIAL AND INSURANCE SERVICES, INC. 50% OWNER, 4701 TELLER AVE ,NEWPORT BEACH CA 92660, IVESTMENT RALTED. 09/1996 - PRESENT. 2. JAMES BOGDAN POSITION: Principal - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/01/1995 ADDRESS: 1300 Bristol St. N Suite 214, Newport Beach/ CA 92660, United States DESCRIPTION: sell term life insurance and fixed annuities 3. LIFEPLANS FINANCIAL & INSURANCE SERVICES, INC POSITION: Principal NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/01/1994 ADDRESS: 1300 Bristol St. N Ste 214, Newport Beach CA 92660, United States DESCRIPTION: Assist in operating the office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-05 |
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