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Los Angeles, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Don Scholl & Associates, Inc. | Los Angeles | CA | 07/1995 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | Present |
| Osaic Wealth, Inc. | Los Angeles | CA | 09/2023 | Present |
1. DON SCHOLL & ASSOCIATES INC., INVESTMENT RELATED; 145 N HIGHLAND AVE, LOS ANGELES CA 90036; OWNER/STATUTORY AGENT; JULY 1, 1995; 2 HRS/MTH; 0 HRS DURING TRADING; SALE OF INSURANCE PRODUCTS AND FIXED ANNUITIES. 2. DON SCHOLL & ASSOCIATES INC.; INVESTMENT RELATED; 145 N HIGHLAND AVE, LOS ANGELES CA 90036; CEO/IAR; FEB 21, 2003; 40 HRS/MTH; 20 HRS DURING TRADING; PORTFOLIO CONSTRUCTION, ACCOUNT FILINGS, TRADING, SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-03 |
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