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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-11-02 |
Branch Locations
8620 S. 21St Place, Phoenix, AZ 85042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-08-12 |
Branch Locations
8620 S. 21St Place, Phoenix, AZ 85042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quality Wealth Management | Pleasant Hill | CA | 08/2003 | Present |
| Signator Investors, Inc. | Lafayette | CA | 05/2016 | 11/2018 |
| Osaic Wealth, Inc, | Lafayette | CA | 11/2018 | Present |
1. QUALITY WEALTH POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2002 ADDRESS: 3703 Mt. Diablo Blvd, Lafayette CA 94549, United States DESCRIPTION: Quality Wealth Management is a State of California Registered Investment Advisor. All activity is financial planning for a certain number of clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-04-14 |
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