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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
1625 The Alameda Suite #206, San Jose, CA 95126 • 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 |
|---|---|---|---|---|
| Tax Services | San Jose | CA | 01/1979 | Present |
| Foothill Securities, Inc. | San Jose | CA | 10/1988 | 12/2016 |
| Fama Foundation | San Jose | CA | 12/2012 | Present |
| Securities America, Inc. | San Jose | CA | 12/2016 | 06/2024 |
| Securities America Advisors, Inc. | La Vista | NE | 12/2016 | 06/2024 |
| Osaic Wealth, Inc. | San Jose | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | San Jose | CA | 06/2024 | Present |
1. ANN MARIE SHEEHAN, EA. POSITION: OWNER - NATURE: INCOME TAX PREPARATION & PLANNING FOR CLIENTS - INVESTMENT RELATED: NO - START DATE: 01/01/1978 - HOURS: 15 SECURITIES TRADING HOURS: 3 - ADDRESS: 1625 THE ALAMEDA STE 206 SAN JOSE, CA 95126 2. FAMA FOUNDATION POSITION: VICE PRESIDENT - NATURE: CHARITABLE WORK FOR A CHARITABLE FOUNDATION - INVESTMENT RELATED: NO - START DATE: 01/01/2013 - HOURS: 2 - SECURITIES TRADING HOURS: 0 - ADDRESS: 730 NAVAJO WAY FREMONT, CA 94539
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-26 |
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