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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_RES | 2024-06-14 |
Branch Locations
1801 Tiburon Blvd Ste 200, Tiburon, CA 94920-2574 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Tiburon | CA | 12/1990 | 06/2024 |
| Securities America Advisors, Inc. | Tiburon | CA | 07/1996 | 06/2024 |
| Osaic Wealth, Inc. | Tiburon | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Tiburon | CA | 06/2024 | Present |
1. STARRETT DALTON POSITION: Owner NATURE: INSURANCE SLAES - AGENT - INVESTMENT RELATED - START DATE: 09/1985 - LOCATED AT 1801 TIBURON BLVD, SUITE 200, TIBURON, CA 94920 - 1% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/1985 ADDRESS: 1801 Tiburon Blvd. #200, Tiburon CA 94920, United States DESCRIPTION: Serve as agent on fixed annuity contracts
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-07 |
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