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Kenneth Andrew Leonardini

Osaic Wealth, Inc.

Sacramento, CA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

8880 Cal Center Drive Suite 220, Sacramento, CA 95826-3229 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation San Ramon CA 05/1990 01/2025
Osaic Wealth, Inc. Sacramento CA 01/2025 Present
  • 05/1990 → 01/2025
    Lincoln Financial Advisors Corporation
    San Ramon, CA
  • 01/2025 → Present
    Sacramento, CA
Previous Registrations
  • 1993-02-05 → 2025-01-24
    Osaic Fa, Inc.
    Sacramento, CA
    Roseville, CA
    Sacramento, CA
    Sacramento, CA
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-03-18
  • S63 Uniform Securities Agent State Law Examination
    1991-03-18

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