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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 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corp | San Jose | CA | 02/2000 | 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 |
1. HANSEN WEALTH MANAGEMENT POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/15/2017 ADDRESS: 1550 The Alameda Suite 300, San Jose CA 95126, United States DESCRIPTION: Use third party insurance vendors as needed 2. DBA - Hansen Wealth Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-27 |
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