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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
18 Orinda Way, Orinda, CA 94563 • United States
San Rafael, CA • 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 |
|---|---|---|---|---|
| Capital Strategies & Investments , Inc | San Francisco | CA | 01/1987 | Present |
| Securities America, Inc. | San Francisco | CA | 01/1997 | 06/2024 |
| Securities America Advisors | San Rafael | CA | 09/2017 | 06/2024 |
| Osaic Wealth, Inc. | San Rafael | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | San Rafael | CA | 06/2024 | Present |
1. FIXED INSURANCE SALES - AGENT - START DATE: 07/1987 - LOCATED AT 1005 A STREET SUITE 408, SAN RAFAEL CA 94109 2. PARK PLACE ADVISORS POSITION: Officer NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 18 Orinda Way, Moraga CA 94567, United States DESCRIPTION: Assist Dan Gannett is the transition of the sale of my financial services company to Park Place Advisors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-07-09 |
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