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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 |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Sacramento | CA | 01/2025 | Present |
| Lincoln Financial Advisors Corp | San Ramon | CA | 01/2001 | 01/2025 |
1) BONNIE B. FARRELL 8880 CAL CENTER DR. #220 SACRAMENTO CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE. START DATE: 1-1-09 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 2)BONNIE FARRELL, 8880 CAL CENTER DR. #220, SACRAMENTO, CA 95826 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS TRADITIONAL LIFE INSURANCE, AND FIXED ANNUITIES. START DATE:1/1/2009 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS:2 3) BONNIE B FARRELL, 8880 CAL CENTER DRIVE, SUITE 220, SACRAMENTO, CA 95826. CATEGORY: EQUITY INDEXED ANNUITIES INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING INDEXED ANNUITIES START DATE: 10/25/2010 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 4) BONNIE FARRELL 8880 CAL CENTER DR. STE. 220 SACRAMENTO, CA 95826 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS DISABILITY, COMMISSION-BASED GROUP BENEFITS, AND TRADITIONAL LIFE INSURANCE. START DATE: 08/19/2019 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 5) BONNIE B. FARRELL CRPC POSITION: Agent NATURE: identify propose and sell long term care products to clients are appropriate INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 10/05/2005 ADDRESS: 8880 Cal Center Dr, #220, Sacramento CA 95826, United States DESCRIPTION: sell long term care products to clients as deemed appropriate; sales made thru Hyland or Crump usually
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-24 |
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