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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
4250 Executive Square Suite 700, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-25 |
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