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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 |
| NV | RA | APPROVED | 2024-06-14 |
Branch Locations
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 |
|---|---|---|---|---|
| David Martin & Associates Ins. | San Jose | CA | 08/1982 | Present |
| Securities America, Inc. | San Jose | CA | 01/2009 | 06/2024 |
| Securities America Advisors, Inc. | San Jose | CA | 01/2009 | 06/2024 |
| Family Business Centers, Llc | Reno | NV | 05/2008 | Present |
| Osaic Wealth, Inc. | San Jose | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | San Jose | CA | 06/2024 | Present |
1. FAMILY BUSINESS CENTERS LLC POSITION: Manager NATURE: Assisting family owned and closely held companies to develop and implement succession plans. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 04/15/2008 ADDRESS: 4600 Kietzke Lane, Suite E-143, Reno NV 89502 DESCRIPTION: Assist family owned and closely held businesses in developing and implementing succession plans. 2. DAVID G. MARTIN & ASSOCIATES POSITION: Owner NATURE: Insurance Sales and Marketing Group Medical and Dental INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 10/01/1978 ADDRESS: 4300 Kietzke Lane, Suite E-143, Reno NV 89502, United States DESCRIPTION: Insurance and Employee Benefits
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-02 |
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