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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-14 |
Branch Locations
1490 N Claremont Blvd, Ste 100, Claremont, CA 91711 • 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 |
|---|---|---|---|---|
| Lone Eagle Wealth Services, Inc | Claremont | CA | 10/2010 | Present |
| Securities America Inc | Claremont | CA | 12/2015 | 06/2024 |
| Securities America Advisors Inc | Claremont | CA | 12/2015 | 06/2024 |
| Osaic Wealth, Inc. | Claremont | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Claremont | CA | 06/2024 | Present |
1. LONE EAGLE WEALTH SERVICES, LLC POSITION: Partner / Financial Advisor NATURE: Osaic Wealth Inc. - Investment Advisory - IAR - Investment Related: Yes - Address: 1490 N Claremont Blvd STE 100 Claremont, CA 91711 INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 30 START DATE: 12/01/2015 ADDRESS: 1490 N. Claremont Blvd., Suite 100, Claremont CA 91711, United States DESCRIPTION: Manage fee based accounts 2. GILEAD SCIENCES INC POSITION: Patient Ambassador NATURE: I am serving as an ambassador to Gilead Sciences, Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 02/26/2025 ADDRESS: 333 Lakeside Drive, Foster City CA 94404, United States DESCRIPTION: Participate in training, preparation, and execution of video shoots.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-08 |
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