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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-24 |
Branch Locations
12647 Alcosta Blvd Suite 370, San Ramon, CA 94583 • United States
Half Moon Bay, 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 |
|---|---|---|---|---|
| Securian Financial Services Inc. | St. Paul | MN | 02/2015 | 06/2019 |
| Minnesota Life | St. Paul | MN | 02/2015 | 06/2019 |
| Sgc Financial | San Mateo | CA | 02/2015 | 06/2019 |
| Woodbury Financial Services Inc | San Ramon | CA | 06/2019 | 01/2024 |
| Osaic Wealth, Inc. | San Ramon | CA | 01/2024 | 07/2026 |
| Cetera Advisors Llc | St Cloud | MN | 07/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2026 | Present |
| Bay Area Wealth Management Group Llc | San Ramon | CA | 06/2015 | Present |
1. NAME OF OTHER BUSINESS: BAY AREA WEALTH MANAGEMENT GROUP LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2015 POSITION/TITLE/RELATIONSHIP: WEALTH MANAGER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-07-31 |
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