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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
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 |
|---|---|---|---|---|
| Securities America, Inc. | Lake Forest | CA | 10/1995 | 06/2024 |
| Kpm Asset Management, Inc. | Lake Forest | CA | 05/1997 | Present |
| Securities America Advisors | Lake Forest | CA | 09/2005 | 06/2024 |
| Osaic Wealth, Inc. | Lake Forest | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Lake Forest | CA | 06/2024 | Present |
KPM OFFICE POSITION: Part Owner NATURE: Real Estate Rental INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2000 ADDRESS: 22954 El Toro Road, Lake Forest CA 92630 DESCRIPTION: I am a 20% owner of the building I occupy as my SAI branch office. THE MASCARI FAMILY TRUST POSITION: Owner/Manager NATURE: Real Estate Rental INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2016 ADDRESS: 25232 Tanoak Lane, Lake Forest CA 92630 DESCRIPTION: I inherited this property from my parents Trust and now my Trust owns this property.I manage and rent the property to tenants. KPM OFFICE POSITION: Part Owner NATURE: Real Estate Rental INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2000 ADDRESS: 22954 El Toro Road, Lake Forest CA 92630, DESCRIPTION: I am a 20% owner of the building I occupy as my SAI branch office. KPM ASSET MANAGEMENT POSITION: Owner NATURE: KPM ASSET MANAGEMENT INC/ INSURANCE SALES-AGENT- INVESTMENT RELATED- START DATE: 10/1995 LOCATED AT 22954 EL TORO ROAD LAKE FOREST CA 92630 INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/01/1995 ADDRESS: 22954 El Toro Road, Lake Forest CA 92630, United States DESCRIPTION: Sales of insurance products and servicing policies as needed KPM ASSET MANAGEMENT, INC POSITION: President NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISOR REPRESENTATIVE- INVESTMENT ADVISORY- INVESTMENT RELATED- START DATE: 9/2005 LOCATED AT 22954 EL TORO ROAD, LAKE FOREST CA 92630 INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/01/2005 ADDRESS: 22954 El Toro Road, Lake Forest CA 92630 DESCRIPTION: Soliciting clients, managing assets, servicing clientele and portfolios, keeping accurate records and notes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-05-02 |
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