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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-08-28 |
| CA | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Fsc Securities Corporation | Westlake Village | CA | 03/1990 | 11/2023 |
| Osaic Wealth, Inc. | Westlake Village | CA | 11/2023 | Present |
1. ADVISORY GROUP FOR LIFE POSITION: Registered Rep / Principal NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/02/1985 ADDRESS: 370 N Westlake Blvd Ste 140, Westlake Village CA 91362, United States DESCRIPTION: Life Insurance, Fixed and Variable annuity sales and service 2. ADVISORY GROUP FOR LIFE POSITION: Registered Rep / Principal NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/02/1985 ADDRESS: 2758 E. Portola Valley Dr, Gilbert, AZ 85297, United States DESCRIPTION: Life Insurance, Fixed and Variable annuity sales and service primarily through Vanbridge
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-26 |
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