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101 South 108Th Avenue, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-30 |
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 |
|---|---|---|---|---|
| Wealth Plan Network, Inc. | Northridge | CA | 04/2000 | Present |
| Western International Securities, Inc. | Pasadena | CA | 05/2015 | 05/2022 |
| Securities America, Inc. | Rancho Mirage | CA | 06/2022 | 06/2024 |
| Wealthplan Partners, Llc | Omaha | NE | 06/2022 | Present |
| Osaic Wealth, Inc. | Rancho Mirage | CA | 06/2024 | Present |
DBA: WealthPlan Partners WEALTHPLANNETWORK,INC POSITION: sales NATURE: insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2006 ADDRESS: 55 burgundy, Rancho Mirage CA 92270, United States DESCRIPTION: sell insurance when needed long term care buy sells keyman premiumfinancing WEALTHPLAN PARTNERS POSITION: advisor NATURE: wealthplan partnersdavid goldstein trustinsurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 06/05/2023 ADDRESS: 55 burgundy, Rancho Mirage CA 92270, United States DESCRIPTION: doing planning
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-04-25 |
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