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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| CA | RA | APPROVED | 2024-06-14 |
Branch Locations
2820 Carleton St Suite 38, San Diego, CA 92106 • 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 |
|---|---|---|---|---|
| Financial Strategies Group | San Diego | CA | 08/1995 | Present |
| Securities America, Inc. | San Diego | CA | 10/1996 | 06/2024 |
| Securities America Advisors | San Diego | CA | 01/2000 | 06/2024 |
| Osaic Wealth, Inc. | San Diego | CA | 06/2024 | Present |
1. FINANCIAL STRATEGIES GROUP POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1985 ADDRESS: Financial Strategies Group, 2820 Carleton St. STE 38, San Diego CA 92106, United States DESCRIPTION: Insurance Sales to SAI clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-06 |
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