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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-08-05 |
Branch Locations
873 E. State Street, Eagle, ID 83616 • United States
4041 Soquel Dr Ste A1 #316, Soquel, CA 95073 • United States
Aptos, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Pleasanton | CA | 05/2016 | 11/2017 |
| Triad Advisors, Inc. | Norcross | GA | 11/2017 | 08/2024 |
| Osaic Wealth, Inc. | Soquel | CA | 08/2024 | Present |
1) Continuum Advisors; investment related; 873 E State Street, Eagle, ID 83616; RIA; IAR; 2015; 90 hrs/month; 3 hrs during trading; provide financial planning and investment advice to clients, primarily focusing on fee based 2) Transitional Wealth Strategies; Investment Related; 4041 Soquel Dr Ste A #316, Soquel CA 95073; DBA; Principal; 2014; 110 hrs/month; 100 hrs during trading; provide financial planning and investment advice to clients 3) Insurance Sales: Investment Related; 4041 Soquel Dr Ste A1 #316, Soquel CA 95073; Insurance Sales; Agent; Insurance; 1985; 10 hrs/mo; 10 hrs/mo during trading; insurance, fixed and ltc fixed annuities, long term care 4) Bayview Hummingbird Hideaway; not investment related; 7420 Viewpoint Rd, Aptos, CA 95003; Airbnb; Host; 6-10 hrs/mo; 1-5 hrs/mo during trading; Host 5) AIRBNB POSITION: Host NATURE: Airbnb Hosting Separated part of house INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 7420 Viewpoint Rd, Aptos CA 95003, United States DESCRIPTION: Host airbnb guests through the airbnb app Rarely see them and no access to home 6) FIXED ANNUITIES AND LIFE INS POSITION: Insurancevagent NATURE: sole proprietorship Fixed annuities Life Insurance with Long term care ins INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 05/31/1986 ADDRESS: 4041 Soquel Dr Ste A1 316, Soquel CA 95073, United States DESCRIPTION: Fixed annuities..SPDAs Life insurance with Long term care rider
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-14 |
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