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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
540 Ralston Avenue Suite E, Belmont, CA 94002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeffrey Anton Tax And Business Services | Belmont | CA | 01/1984 | Present |
| Foothill Securities, Inc. | Belmont | CA | 11/2000 | 12/2016 |
| Good And Associates Insurance Services | Belmont | CA | 11/2011 | Present |
| Securities America, Inc. | Belmont | CA | 12/2016 | 06/2024 |
| Osaic Wealth, Inc. | Belmont | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Belmont | CA | 06/2024 | Present |
JEFFREY ANTON TAX AND BUSINESS SERVICES POSITION: Manager and tax preparer NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/07/1984 ADDRESS: 540 Ralston Ave, Suite E, Belmont CA 94002, United States DESCRIPTION: Income tax preparation for businesses and individuals. JEFFREY ANTON POSITION: Agent NATURE: California Life and Health Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/1986 ADDRESS: 540 Ralston Ave, Suite E, Belmont CA 94002, United States DESCRIPTION: Sales of life and health insurance. Also certified with Covered California for the PPACA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-06 |
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