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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-14
TX RA APPROVED_RES 2024-06-14
  • CA RA
    APPROVED
    Since 2024-06-14
  • TX RA
    APPROVED_RES
    Since 2024-06-14

Branch Locations

241 Avenida Del Mar, San Clemente, CA 92672 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America Advisors Inc. Tustin CA 11/1994 06/2024
Securities America, Inc. Tustin CA 11/1994 06/2024
Arlon Enmeier San Clemente CA 01/1980 Present
Enmeier Planning San Clemente CA 01/1980 Present
Dynamic Healthcard Systems, Inc Irvine CA 01/2007 04/2024
Osaic Wealth, Inc. San Clemente CA 06/2024 Present
  • 11/1994 → 06/2024
    Securities America Advisors Inc.
    Tustin, CA
  • 11/1994 → 06/2024
    Securities America, Inc.
    Tustin, CA
  • 01/1980 → Present
    Arlon Enmeier
    San Clemente, CA
  • 01/1980 → Present
    Enmeier Planning
    San Clemente, CA
  • 01/2007 → 04/2024
    Dynamic Healthcard Systems, Inc
    Irvine, CA
  • 06/2024 → Present
    San Clemente, CA
Previous Registrations
  • 1997-07-08 → 2024-06-14
    Securities America Advisors, Inc.
    Tustin, CA
    Irvine, CA
    San Clemente, CA
Other Businesses

1. INSURANCE SALES POSITION: sales NATURE: LIFE INSURANCE SALES/INSURANCE SALES - AGENT/OWNER INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/1987 ADDRESS: 241 Avenida Del Mar, San Clemente CA 92672 DESCRIPTION: Sell life insurance and annuities. 2. SET POSITION: owner NATURE: S.E.T., LLC/PAY OPERATING EXPENSES--OWNER - 1% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 241 Avenida Del Mar, San Clemente CA 92672 DESCRIPTION: Pay bills of office 3. REAL ESTATE OWNER POSITION: own real estate NATURE: ARLON ENMEIER /OWN INVESTMENT REAL ESTATE-- OWNER - 1% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 256 Avenida Vista Del Oceano, San Clemente CA 92672 DESCRIPTION: Own real estate 4. INSURANCE SALES POSITION: sales NATURE: LIFE INSURANCE SALES /INSURANCE SALES - AGENT/OWNER - INVESTMENT RELATED - START DATE: 05/1987 - LOCATED AT 241 AVENIDA DEL MAR, SAN CLEMENTE, CA 92672- 2% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/1987 ADDRESS: 241 Avenida Del Mar, San Clemente CA 92672 DESCRIPTION: Sell life insurance and annuities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-06-17
  • S63 Uniform Securities Agent State Law Examination
    1985-06-17
Other Names
  • Arlon Ray Enmier

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