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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Walnut Creek | CA | 02/2009 | 10/2017 |
| Sterling Financial Services, Inc. | Walnut Creek | CA | 05/2001 | 10/2017 |
| Securities America, Inc. | Discovery Bay | CA | 10/2017 | 06/2024 |
| Securities America Advisors | Discovery Bay | CA | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Discovery Bay | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Discovery Bay | CA | 06/2024 | Present |
***Leininger Divorce Planning Services Position: owner Nature: Divorce Planning Investment Related: No Hours: 40 Securities Trading Hours: 2 Start Date: 04/ 01/2000 Address: 4019 Capstan Place, Discovery Bay CA 94505 ***Securities America Advisors Position: advisor Nature: Securities America Advisors Investment Related: Yes Hours: 130 Securities Trading Hours: 6 Start Date: 11/01/2017 Address: 4019 Capstan Place, Discovery Bay, CA 94505 ***Leininger Financial & Insurance Svcs. - DBA ***INSURANCE POSITION: owner NATURE: Insurance and fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/1987 ADDRESS: 4019 Capstan Place, Discovery Bay, CA 94505 DESCRIPTION: Occasional life insurance, long term care, fixed annuity or indexed annuity ***RENTAL PROPERTIES POSITION: owner NATURE: Rental Property in Idaho INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/06/2022 ADDRESS: 428 W. Oregon, Homedale ID 83828 DESCRIPTION: There are none I have a property manager ***RENTAL PROPERTY POSITION: owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/07/2021 ADDRESS: 211 W Arizona, Homedale ID 83628 DESCRIPTION: Balance bank account; authorize repairs. I have a property manager. ***RENTAL PROPERTY POSITION: owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2021 ADDRESS: 215 W Arizona Ave, Homedale ID 83628 DESCRIPTION: I have a property manager
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-06-17 |
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