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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-30 |
| CA | RA | APPROVED | 2024-06-14 |
Branch Locations
268 E. Hamilton Avenue Suite E, Campbell, CA 95008 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Kevin Fitzgerald | San Jose | CA | 10/1988 | Present |
| Investacorp Inc. | Miami Lakes | FL | 08/2009 | 07/2020 |
| Securities America, Inc. | Campbell | CA | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Campbell | CA | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Campbell | CA | 06/2024 | Present |
1) TRINITY FINANCIAL SERVICES, INVESTMENT RELATED, CONDUCTED FROM 268 E HAMILTON AVE, CAMPBELL, CA 95008. THE NATURE OF THE OUTSIDE BUSINESS ACTIVITY (OBA) IS DBA/FIXED INSURANCE, MY POSITION IN THE ORGANIZATION IS OWNER. 09/2009 WAS THE START OF THE RELATIONSHIP WITH THE OTHER BUSINESS AND 160-200 HOURS ARE DEVOTED TO THE OTHER BUSINESS PER WEEK AND 160-200 OF HOURS ARE DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-23 |
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