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PHILIP JOHN CALIFANO
CRD#: 2575299
IA
Investment Adviser
B
Broker
CALIFANO FINANCIAL GROUPCRD#: 138407 755 W. NINTH STREET
SAN PEDRO, CA 90731
OSAIC WEALTH, INC.CRD#: 23131 755 W NINTH ST
SAN PEDRO, CA 90731
Registration History
19952000200520102015202020252 FIRMS1995 - 1998 (3 years)IACALIFANO FINANCIAL GROUP (CRD# 138407)2022 - Present (3 years)BOSAIC WEALTH, INC. (CRD# 23131)2023 - Present (1 year)BSAGEPOINT FINANCIAL, INC. (CRD# 133763)2005 - 2023 (17 years)BSUNAMERICA SECURITIES, INC. (CRD# 20068)1998 - 2005 (7 years)IACALIFANO FINANCIAL GROUP (CRD# 138407)2016 - 2021 (5 years)IASAGEPOINT FINANCIAL, INC. (CRD# 133763)2008 - 2020 (11 years)IACALIFANO FINANCIAL GROUP (CRD# 138407)2006 - 2015 (9 years)
License(s)

State Registrations

B
Arizona 9/1/2023

B
Nevada 9/1/2023

IA
California 2/10/2022

B
Oregon 9/1/2023

B
California 9/1/2023

B
Texas 9/1/2023

B
Colorado 9/1/2023

B
Utah 9/1/2023

B
Illinois 9/1/2023

B
Washington 9/1/2023

B
Minnesota 9/1/2023

B
Wisconsin 9/1/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CALIFANO FINANCIAL GROUP (CRD#:138407)
755 W. NINTH STREET, SAN PEDRO, CA 90731
Registered with this firm since 2/10/2022

B
OSAIC WEALTH, INC. (CRD#:23131)
755 W NINTH ST, SAN PEDRO, CA 90731
Registered with this firm since 9/1/2023

Previous Registration(s)
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B
10/31/2005 - 09/01/2023 SAGEPOINT FINANCIAL, INC. (CRD#:133763) SAN PEDRO, CA
IA
02/03/2016 - 12/31/2021 CALIFANO FINANCIAL GROUP (CRD#:138407) SAN PEDRO, CA
IA
09/18/2008 - 03/05/2020 SAGEPOINT FINANCIAL, INC. (CRD#:133763) SAN PEDRO, CA
IA
02/21/2006 - 12/31/2015 CALIFANO FINANCIAL GROUP (CRD#:138407) SAN PEDRO, CA
B
03/02/1998 - 10/31/2005 SUNAMERICA SECURITIES, INC. (CRD#:20068) PHOENIX, AZ
B
01/26/1995 - 03/03/1998 AMERICAN EXPRESS FINANCIAL ADVISORS INC. (CRD#:6363) MINNEAPOLIS, MN
B
01/26/1995 - 03/03/1998 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.