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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
770 Paseo Camarillo Suite 130, Camarillo, CA 93010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Capital Management | Camarillo | CA | 04/2018 | 02/2020 |
| Reddy Fm Services | Santa Clarita | CA | 11/2016 | Present |
| Fillmore Unified School District | Fillmore | CA | 04/2012 | 12/2016 |
| Sagepoint Financial, Inc. | Camarillo | CA | 12/2018 | 04/2020 |
| Falkenberg/Gilliam & Associates | Pasadena | CA | 12/2019 | 10/2021 |
| Sagepoint Financial, Inc. | Camarillo | CA | 02/2022 | Present |
| Osaic Wealth, Inc. | Camarillo | CA | 09/2023 | Present |
1. I am self employed and providing accounting, bookkeeping, and property management services. I have been providing these services since 2015 and devote about 20 to 25 hours per month to this business. 2. MICHELE REDDY POSITION: Owner NATURE: Sole Proprietor managing rental properties that I own. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: Jan. 01, 2000 ADDRESS: 25240 Golden Maple Dr, Santa Clarita CA 91387, United States DESCRIPTION: Tenant screening, repairs and maintenance, collect rents. 3. ICM POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2022 ADDRESS: 770 Paseo Camarillo , Ste. 130, Camarillo CA 93010, United States DESCRIPTION: Working with clients to determine their insurance needs. 4. REDDY FM SERVICES POSITION: CPA NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2016 ADDRESS: 25240 GOLDEN MAPLE DR, CANYON COUNTRY CA 91387, United States DESCRIPTION: Providing business and accounting services for individuals and companies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-12 |
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