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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-01-24 |
Branch Locations
3165 East Millrock Drive Suite 300, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Salt Lake City | UT | 07/1988 | 01/2025 |
| Osaic Wealth, Inc. | Salt Lake City | UT | 01/2025 | Present |
1) BRENT G. KOGA, 3165 E MILLROCK DRIVE, SUITE 300, SALT LAKE CITY, UT 84121. CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, FIXED LIFE INSURANCE. START DATE: 03/01/10 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2) OSAIC WEALTH POSITION: Agent NATURE: Indexed life insurance and annuity business through Lincoln Associates (Crump) INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2010 ADDRESS: 3165 E. Millrock Dr., Suite 300, Salt Lake City UT 84121, United States DESCRIPTION: Implement indexed annuities and life insurance when it benefits clients 3) SALT LAKE BUDDHIST TEMPLE POSITION: Board Member NATURE: Board member religious organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2010 ADDRESS: 211 W 100 S, Salt Lake City UT 84101, United States DESCRIPTION: Board member for religious organization. 4) OSAIC WEALTH POSITION: Agent NATURE: occasional insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/1988 ADDRESS: 3165 E. Millrock Dr., Suite 300, Salt Lake City UT 84121, United States DESCRIPTION: occasional life, health, Long Term Care, annuity or disability insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-03-30 |
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