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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
400 Continental Blvd 6Th Floor, #6022, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | El Segundo | CA | 09/2008 | 12/2017 |
| Lincoln Financial Advisors Corporation | Manhattan Beach | CA | 12/2017 | 01/2025 |
| Osaic Wealth, Inc. | Manhattan Beach | CA | 01/2025 | Present |
1. Denny Bilikas, 1230 Rosecrans Ave Ste 350 Manhattan Beach, CA 90266 Category: Insurance Investment-Related: Yes Title: Agent Duties: Offer Fixed and Equity Indexed Annuities, Traditional Life Insurance Start Date: 12/2017 Hours per month: 10 Hours per month during trading hours: 10 1. ELEVATE360 WEALTH POSITION: advisor NATURE: Life Insurance Sales Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 120 START DATE: 08/28/2025 ADDRESS: 400 Continental Blvd. 6th Floor Suite 6022, Suite 6022, El Segundo CA 90245, United States DESCRIPTION: wealth planning and implementation, and investment management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-13 |
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