Steven William Pugh

Current Employers

Employment History

• 05/2007 → 01/2025
  Lincoln Financial Advisors
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA

Previous Registrations

• 2007-05-03 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA
• 2006-08-10 → 2007-05-10
  Mml Investors Services, Llc
  Pleasanton, CA
• 1998-12-04 → 2006-08-08
  Osaic Fa, Inc.
  San Ramon, CA
  San Ramon, CA
  San Ramon, CA

Other Businesses

1) STEVEN PUGH 42 GENTLE CREEK PLACE DANVILLE, CA 94526 CATEGORY: REAL ESTATE INVESTMENT-RELATED: N TITLE: OWNER DUTIES: OWN A RESIDENTIAL PROPERTY AND LEASE IT OUT START DATE: 10/04 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) STEVEN PUGH 3000 EXECUTIVE PKWY SUITE 400 SAN RAMON, CA 94583 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY AND TRADITIONAL LIFE INSURANCE. START DATE: 3/19/2009 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 3) STEVEN PUGH 401 GREGORY LANE, #126 PLEASANT HILL, CA CATEGORY: SERVICE INDUSTRY INVESTMENT-RELATED: NO TITLE: OFFICE MANAGER DUTIES: ASSIST WITH MANAGING DDS OFFICE; VARIOUS DUTIES START DATE: 6/2020 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 0 4)STEVEN PUGH/SAN RAMON VALLEY HIGH SCHOOL 501 DANVILLE BLVD., DANVILLE, CA CATEGORY: SPORTS COACH INVESTMENT RELATED: NO TITLE: ASSISTANT COACH DUTIES: COACHING JV HS BASEBALL TEAM; TEACHING SKILLS AND LIFE/SPORTSMANSHIP LESSONS START DATE: 2/2023 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S66 Uniform Combined State Law Examination
  1998-10-23