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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
6414 1St Avenue N, St. Petersburg, FL 33710 • United States
5850 Coral Ridge Dr Ste 313, Coral Springs, FL 33076 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saunders Investment & Tax Advisory Group,Inc. | Coral Springs | FL | 08/1985 | Present |
| Securities America Inc. | Coral Springs | FL | 10/2017 | 06/2024 |
| Securities America Advisors | Coral Springs | FL | 10/2017 | 06/2024 |
| National Planning Corporation | Coral Springs | FL | 10/2013 | 10/2017 |
| Osaic Wealth, Inc. | Coral Springs | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | Coral Springs | FL | 06/2024 | Present |
1. Saunders Investment & Tax Advisory Group, Inc. Position: Licensed agent Nature: Provide Life Insurance and Fixed annuities for Clients Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 08/15/1985 Address: 5850 Coral Ridge Dr., 313, Coral Springs FL 33076-3207, United States Description: Providing low cost term insurance as well as fixed and indexed annuities for Clients that display a need and that are suitable. 2. Saunders Investment & Tax Advisory Group, Inc. Position: Office financial Advisor Nature: Tax Service done by a seasoned CPA Investment Related: No Hours: 2 Securities Trading Hours: 2 Start Date: 01/01/2010 Address: 5850 Coral Ridge Dr, 313, Coral Springs FL 33076-3207 Description: We provide tax service for clients and prospects. 3. PARK PLACE AT WYNDHAM POSITION: Member NATURE: Board member for residential HOA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2019 ADDRESS: 11515 NW 51 Place, STE 313, Coral Springs FL 33076-3207, United States DESCRIPTION: Helping to make decisions in regards to maintenance and improvements to community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-02 |
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