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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED | 2025-02-03 |
Branch Locations
23201 Lake Center Dr Ste 300, Lake Forest, CA 92630 • United States
221 East Walnut, Suite 135, Pasadena, CA 91101 • 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 |
|---|---|---|---|---|
| Securities America, Inc. | Lake Forest | CA | 02/1991 | 06/2024 |
| Trudy Haussmann | Lake Forest | CA | 01/1987 | Present |
| Haussmann Financial, Inc. | Lake Forest | CA | 08/1996 | Present |
| Double H Properties | Lake Forest | CA | 12/2004 | Present |
| Osaic Wealth, Inc. | Lake Forest | CA | 06/2024 | 02/2025 |
| Lpl Financial | Lake Forest | CA | 02/2025 | Present |
1 - 02/03/2025 - High Meadows LLC - Real Estate Rental - Inv Related - CA 92653 - OBA Start Date: 12/20/2024. 2 - 02/03/2025 - Double H Properties - Real Estate Rental - Inv Related - 1 Hour/Month - CA 92630 - OBA Start Date: 06/01/2004. 3 - 02/03/2025 - Haussmann Financial Inc - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 4 - 02/03/2025 - Trudy Haussmann, Insurance - Non-Variable Insurance - Inv Related - 1 Hour/Month - At Reported Business Location(s) - OBA Start Date: 03/01/1991. 5 - 12/01/2025 - Haussmann Financial - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 1 hour per month/ 0 hours during trading 6 - 12/01/2025 - Real Estate Rental - Owner - Investment Related - Lake Forest & Laguna Hills, CA - Start Date 01/01/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-12-18 |
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