Our Team
Services
Getting Started
Newsletters
Contact
Client Center

Our Team
Services
Getting Started
Newsletters
Contact
Client Center

The Latest Updates

There are no posts for this category yet.

ThruLine Planning
7777 Alvarado Rd. Suite 405
La Mesa, CA 91942

Contact

(619) 698-0202
info@sdtaxwealth.com

Check the background of this firm on FINRA’s BrokerCheck.

Brian Dawidowicz and Nick Fragoso are Registered Representatives of and offer securities products & services through Osaic Wealth, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in all U.S. States with the exception of Tennessee. No offers may be made or accepted from residents of Tennessee. Advisory services offered through Osaic Wealth, Inc., a Registered Investment Advisor not affiliated with ThruLine Planning. Tax services offered through ThruLine Planning, not affiliated with Osaic Wealth, Inc.. Osaic Wealth, Inc. does not offer tax advice.

IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Osaic Wealth, Inc. Form CRS

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access any of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

Powered by Twenty Over Ten

Check the background of this firm/advisor on FINRA’s BrokerCheck.