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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-05 |
| CA | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
Branch Locations
60 Pointe Drive Suite 101, Brea, CA 92821 • United States
7108 North Fresno Street Suite 410, Fresno, CA 93720 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Fresno | CA | 10/2012 | 11/2020 |
| Sagepoint Financial, Inc. | Fresno | CA | 11/2020 | 09/2023 |
| Osaic Wealth, Inc. | Fresno | CA | 09/2023 | Present |
1. VEATER RANCH AND CATTLE CO POSITION: Owner NATURE: Working Cattle Ranch, Rodeos, Bronc Riding School INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1995 ADDRESS: 35989 Hwy 41, Coarsegold CA 93614, United States DESCRIPTION: Working cattle, shipping, branding, gathering etc. Offers Bronc Riding School. Host Bronc/Rodeo Events. 2. ZERO GRAVITY COWBOYS POSITION: Owner NATURE: Bronc riding school with you tube videos and website INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 35989 Hwy 41, Coarsegold CA 93614, United States DESCRIPTION: N/A 3. SENIOR STRATEGIES, INC POSITION: President NATURE: S. Corp for tax purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: 7108 N Fresno Street Ste #410, Fresno CA 93720, United States DESCRIPTION: N/A 4. VEATER FINANCIAL GROUP POSITION: Financial Professional NATURE: DBA/Marketing Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2021 ADDRESS: 7108 N. Fresno Street Ste #410, Fresno CA 93720, United States DESCRIPTION: DBA/Marketing Name for securities business 5. AIR BNB POSITION: Owner NATURE: Individual INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 35989 Hwy 41, Coarsegold CA 93614, United States DESCRIPTION: Property Owner 6. 2.GEORGE VEATER POSITION: Owner NATURE: Rental INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2021 ADDRESS: 35729 HWY 41 Coarsegold CA 93614 DESCRIPTION: No duties other than an occasional visit if something is wrong.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-07 |
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