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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
3557 Allen Road Suite 200, Bakersfield, CA 93314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Bakersfield | CA | 12/1988 | 01/2025 |
| Osaic Wealth, Inc. | Bakersfield | CA | 01/2025 | Present |
1. EXECUTOR FOR RAY AND STEPHANIE TAN FAMILY ESTATE POSITION: Executor NATURE: At the time of either Ray Tan or Stephanie Tan's death, I will be responsible for acting as Executor of the Estate. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/09/2023 ADDRESS: 3557 Allen Road, Suite 200, Bakersfield CA 93314, United States DESCRIPTION: In event of either Ray or Stephanie's death I will execute the Estate Plan for the family
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-07 |
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