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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Santa Monica | CA | 05/2011 | 10/2017 |
| Kms Financial Services, Inc. | Seattle | WA | 09/2017 | 11/2020 |
| Securities America, Inc. | San Jose | CA | 11/2020 | 06/2024 |
| Securities America Advisors, Inc. | San Jose | CA | 11/2020 | 06/2024 |
| Osaic Wealth, Inc. | San Jose | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | San Jose | CA | 06/2024 | Present |
1. N/A POSITION: provide insurance solutions to clients NATURE: Fixed and life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/06/2020 ADDRESS: 1550 The Alameda Suite 300, San Jose CA 95126, United States DESCRIPTION: FIXED, variable, and term life insurance. 2. HANSEN WEALTH MANAGEMENT POSITION: Advisory NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 10/06/2020 ADDRESS: 1550 The Alameda Suite 300, San Jose CA 95126, United States DESCRIPTION: advisory business 3. DBA - Hansen Wealth Management, Inc. 4. RENTAL OF PRIVATE RESIDENCE POSITION: landlord NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2025 ADDRESS: 106 Towne Terrace, Los Gatos CA 95032, United States DESCRIPTION: rent out my private resident
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-08 |
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