Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-14
  • CA RA
    APPROVED
    Since 2024-06-14

Branch Locations

2240 Third Street, Livermore, CA 94550 • United States

Discovery Bay, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2009 → 10/2017
    National Planning Corporation
    Walnut Creek, CA
  • 05/2001 → 10/2017
    Sterling Financial Services, Inc.
    Walnut Creek, CA
  • 10/2017 → 06/2024
    Securities America, Inc.
    Discovery Bay, CA
  • 10/2017 → 06/2024
    Securities America Advisors
    Discovery Bay, CA
  • 06/2024 → Present
    Discovery Bay, CA
  • 06/2024 → Present
    Discovery Bay, CA
Previous Registrations
  • 2017-11-06 → 2024-06-14
    Securities America Advisors, Inc.
    Lafayette, CA
    Pleasanton, CA
    Discovery Bay, CA
    Discovery Bay, CA
    Livermore, CA
  • 2009-02-18 → 2017-11-10
    National Planning Corporation
    Pleasanton, CA
    Alameda, CA
  • 2001-07-20 → 2013-12-31
    Sterling Financial Services, Inc.
    Castro Valley, CA
    Pleasanton, CA
  • 1997-07-08 → 2009-03-04
    Castro Valley, CA
    Castro Valley, CA
Other Businesses

***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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-06-17
  • S63 Uniform Securities Agent State Law Examination
    1993-06-17
Designations
Other Names
  • Natalie Ann Vandeven
  • Mediati Vandeven
  • Natalie Mediati
  • Natalie Ann Mediati

View on SEC IAPD

More in Livermore, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor