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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-11 |
| CA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
80 Eureka Square Suite 132, Pacifica, CA 94044 • United States
44 Montgomery Street Suite 2950, San Francisco, CA 94104 • United States
44 Montgomery Street Suite 2950, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | San Francisco | CA | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | San Francisco | CA | 01/2025 | Present |
1)MICHAEL MCCORMACK/VAUGHANHAVEN LLC, 36 OLD MILL ROAD, NEW HARBOR, ME CATEGORY: REAL ESTATE MANAGEMENT/LLC INVESTMENT-RELATED: YES. TITLE: OWNER DUTIES: PROPERTY MANAGEMENT, BOOKS AND RECORDS. START: 12/2020 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 0. 2)MICHAEL MCCORMACK, 44 MONTGOMERY STREET, SUITE 2950, SAN FRANCISCO, CA 94104. CATEGORY: INSURANCE. INVESTMENT-RELATED: YES. TITLE: AGENT. DUTIES: OFFERING ACCIDENT& HEALTH INSURANCE. DISABILITY INSURANCE, AND TRADITIONAL LIFE INSURANCE. START DATE: 01/01/90. HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4. 3)SAGEMARK CONSULTING, 44 MONTGOMERY STREET, SUITE 2950, SAN FRANCISCO, CA 94104. CATEGORY: LIFE SETTLEMENTS. INVESTMENT-RELATED: YES. TITLE: AGENT. DUTIES: OFFERING FIXED LIFE SETTLEMENTS. START DATE: 04/02/12. HOURS PER MONTH: 2. HOURS PER MONTH DURING TRADING HOURS: 0.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-09-20 |
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