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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

4250 Executive Square Suite 700, La Jolla, CA 92037 • 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
Michael D Core Cpa Thousand Oaks CA 12/1985 Present
Lincoln Financial Advisors Westlake Village CA 02/2001 01/2025
Osaic Wealth, Inc. La Jolla CA 01/2025 Present
  • 12/1985 → Present
    Michael D Core Cpa
    Thousand Oaks, CA
  • 02/2001 → 01/2025
    Lincoln Financial Advisors
    Westlake Village, CA
  • 01/2025 → Present
    La Jolla, CA
Previous Registrations
  • 2002-03-08 → 2025-01-24
    Osaic Fa, Inc.
    Irvine, CA
    Westlake Village, CA
    Thousand Oaks, CA
    La Jolla, CA
    The Woodlands, TX
Other Businesses

1)MICHAEL CORE, CPA 199 E THOUSAND OAKS BLVD STE 205 THOUSAND OAKS C. 91360 CATEGORY: CPA INVESTMENT-RELATED: NO TITLE: CERTIFIED PUBLIC ACCOUNTANT DUTIES: ACCOUNTING AND TAX PREPARATION START DATE: 12/1/85 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 2)MICHAEL CORE, 199 E. THOUSAND OAKS BLVD., STE. 205, THOUSAND OAKS, CA 91360 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: REFERRING AGENT DUTIES: PROVIDING REFERRALS FOR ACCIDENT & HEALTH, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE; AND FIXED AND EQUITY-INDEXED ANNUITIES AS PART OF APPROVED MARKET ACCESS PROGRAM START DATE: 01/01/02 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 3) MICHAEL CORE, THOUSAND OAKS, CA CATEGORY: MEDIA INVESTMENT RELATED: NO TITLE: AUTHOR/OWNER DUTIES: SELL AUTHORED BOOK USING PEN NAME START DATE: 1/2024 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-25
  • S66 Uniform Combined State Law Examination
    2002-02-25

View on SEC IAPD

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