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Bonnie Birdseye Farrell

Osaic Wealth, Inc.

Ione, CA

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

Ione, CA • United States

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
Osaic Wealth, Inc. Sacramento CA 01/2025 Present
Lincoln Financial Advisors Corp San Ramon CA 01/2001 01/2025
  • 01/2025 → Present
    Sacramento, CA
  • 01/2001 → 01/2025
    Lincoln Financial Advisors Corp
    San Ramon, CA
Previous Registrations
  • 2001-04-12 → 2025-01-24
    Osaic Fa, Inc.
    Fresno, CA
    Sacramento, CA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-24
  • S66 Uniform Combined State Law Examination
    2001-03-24
Other Names
  • Bonnie Birdseye Caputo
  • Bonnie Wallace Birdseye
  • Bonnie Birdseye Fulghum

View on SEC IAPD

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