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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 | 2024-06-14 |
Branch Locations
505 Beach Street Ste 120, San Francisco, CA 94133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fordham University | New York | NY | 05/2015 | 04/2018 |
| Securities America, Inc. | San Rafael | CA | 04/2018 | 06/2024 |
| Securities America Advisors | San Francisco | CA | 09/2018 | 06/2024 |
| Osaic Wealth, Inc. | San Francisco | CA | 06/2024 | Present |
1. DBA: COLUMBUS ADVISORS 2. SAA POSITION: IAR NATURE: SAA Advisory Affiliation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 10/01/2018 ADDRESS: 12325 Port Grace Blvd., La Vista NE 68125, United States DESCRIPTION: Advisory affiliate of the broker-dealer 3. COLUMBUS ADVISORS POSITION: IAR NATURE: DBA for investment advisory firm- Columbus advisors INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 10/01/2018 ADDRESS: 505 Beach St. STE 120, San Francisco CA 94133, United States DESCRIPTION: Owner and partner of Columbus advisors California general partnership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-10 |
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