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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-01 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| National Planning Corporation | San Diego | CA | 03/2009 | 10/2017 |
| Sagepoint Financial | San Diego | CA | 10/2017 | Present |
| Osaic Wealth, Inc. | San Diego | CA | 09/2023 | Present |
1. ILTD REALTY POSITION: owner president NATURE: real estate sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1988 ADDRESS: 4231 Balboa Ave, # 163, San Diego CA 92117, United States DESCRIPTION: i used to sell real estate; INACTIVE right now, but want to keep my license in case i want to buy another rental property 2. ADVENT FINANCIAL SERVICES POSITION: former owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2004 ADDRESS: 4540 KEARNY VILLA RD, #202, San Diego CA 92123, United States DESCRIPTION: I have dissolved the business and already filed the dissolution with the State. 3. AA ADVENT LLC POSITION: owner president NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1988 ADDRESS: 4231 Balboa Ave, # 163, San Diego CA 92117, United States DESCRIPTION: i own rental property and manage them
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-22 |
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