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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
2247 San Diego Ave Ste 132, San Diego, CA 92110-2943 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | San Diego | CA | 02/1997 | 06/2024 |
| Securities America Advisors, Inc | San Diego | CA | 02/2006 | 06/2024 |
| Capital Benefits | San Diego | CA | 10/1984 | Present |
| Osaic Wealth, Inc. | San Diego | CA | 06/2024 | Present |
CAPITAL BENEFITS POSITION: agent, broker NATURE: CAPITAL BENEFITS, INSURANCE SELLING, BROKER, TIME SPENT 50% INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 10/19/1984 ADDRESS: 2247 San Diego Avenue, Suite 132, San Diego CA 92110 DESCRIPTION: advise and sell insurance and annuities to clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-03-07 |
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