Kinley Kin Wong

Current Employers

Employment History

• 07/2001 → 01/2025
  Lincoln Financial Advisors
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA

Previous Registrations

• 2002-02-01 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA
  San Ramon, CA
  San Ramon, CA
  San Ramon, CA

Other Businesses

1. KINLEY K. WONG 3000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON, CA 94583 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: INSURANCE AGENT DUTIES: SALE OF ACCIDENT & HEALTH INSURANCE, DISABILITY INSURANCE, LONG-TERM CARE INSURANCE, FIXED/INDEXED ANNUITIES AND LIFE SETTLEMENTS START DATE: 3/18/09 HOURS PER MONTH: 100. HOURS PER MONTH DURING TRADING HOURS: 100. 2. BRIDGES WEALTH STRATEGIES POSITION: Agent NATURE: I intend to conduct non variable insurance and annuity sales. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/02/2002 ADDRESS: 3000 Executive Pkwy, #400, San Ramon CA 94583, United States DESCRIPTION: I intend to conduct non variable insurance and annuity sales. 3. BRIDGES WEALTH STRATEGIES POSITION: Agent NATURE: I intend to conduct health insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/02/2002 ADDRESS: 3000 Executive Parkway Suite 400, San Ramon CA 94583, United States DESCRIPTION: I intend to conduct health insurance sales 4. LAS POSITAS COLLEGE POSITION: Presenter NATURE: Community City College INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2026 ADDRESS: 3000 Campus Hill Dr, LIvermore CA 94551, United States DESCRIPTION: Social Security Benefits presenter 5. DIABLO VALLEY COLLEGE POSITION: Presenter NATURE: Presenter INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2026 ADDRESS: 321 Golf Club Rd, Pleasant Hill CA 94523, United States DESCRIPTION: Social Security Benefits presenter 6. SOCIAL SECURITY BENEFITS PRESENTATION IN VARIES ESTABLISHMENTS POSITION: presenter NATURE: Social Security Benefits Presentation in Varies Establishments INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2026 ADDRESS: 6101 Bollinger Canyon Rd, Suite 225, San Ramon CA 94583, United States DESCRIPTION: Social Security Benefits Presentation in Varies Establishments

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-17
• S63 Uniform Securities Agent State Law Examination
  2001-01-20