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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
8880 Cal Center Drive Suite 220, Sacramento, CA 95826-3229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | San Ramon | CA | 05/1990 | 01/2025 |
| Osaic Wealth, Inc. | Sacramento | CA | 01/2025 | Present |
1) ROMANA WEALTH PARTNERS 8880 CAL CENTER DR. STE. 220/MC 0566 SACRAMENTO, CA 95826 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS, SUCH AS FIXED AND INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, ACCIDENT, DISABILITY, AND TRADITIONAL LIFE INSURANCE. START DATE: 6/1/1990 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) KEN LEONARDINI, INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/1990 ADDRESS: 8880 Cal Center Drive, Suite 220, Sacramento CA 95826-3229, United States DESCRIPTION: Offer and service insurance products 3) ROMANA WEALTH PARTNERS, LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2024 ADDRESS: 8880 Cal Center Drive, Suite 220, Sacramento CA 95826-3229, United States DESCRIPTION: Client reviews, retirement plans, and investing Romana Wealth Partners is DBA name for securities, insurance, and advisory business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-03-18 |
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