Karen Rhoda Codman

Current Employers

Employment History

• 07/2006 → 11/2023
  Fsc Securities Corporation
  Long Beach, CA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Long Beach, CA

Previous Registrations

• 2006-07-27 → 2023-11-03
  Fsc Securities Corporation
  Long Beach, CA
• 2003-07-31 → 2006-07-26
  Crown Capital Securities, L.P.
  Long Beach, CA
  Torrance, CA

Other Businesses

1) CODCROW INC, DBA KAREN R. CODMAN PRESIDENT INDEPENDENT BROKER EMPLOYEE BENEFITS, LIFE, HEALTH & DISABILITY INSURANCE, LONG TERM CARE, ETC. IN CONJUNCTION WITH SECURITIES BUSINESS (FULL TIME)MARKETING & INSTALLING GROUP HEALTH INSURANCE AND RELATED GROUP INSURANCE PRODUCTS, SELL INDIVIDUAL LIFE, HEALTH AND OTHER INSURANCE PRODUCTS NOT PROPERTY AND CASUALTY. FSC'S CORPORATE RIA 2) CODCROW INC. POSITION: President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 25 START DATE: 12/31/1998 ADDRESS: 1165 E. San Antonio Drive, Suite G, Long Beach CA 90807, United States DESCRIPTION: Our investment activities are under our NEW DBA - Karen Codman, Lunaria Wealth Management. Our health insurance business is conducted under our dba. All other administrative duties related to the business conducted under Codcrow inc. 3) KAREN CODMAN POSITION: Owner - NATURE: S Corp - Codcrow DBA Lunaria Wealth Management and Financial Planning INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 11/15/2001 ADDRESS: 1165 E. San Antonio Dr. Suite G, Long Beach, CA 90807, Suite G, Long Beach CA 90807, United States DESCRIPTION: Sell health insurance, life insurance, employee benefit plans, long term care insurance (including partnership programs), disability insurance, AFLAC, and related types of insurance. Other - Individual license: appointed with Allianz, Ohio National, Nationwide, Lincoln, Standard, Anthem, Blue Shield, HealthNet, Kaiser, Delta, Best Life, West Coast Life, MetLife, John Hancock, Aflac, United Health, Aetna, Calchoice, and more. 4) LONG BEACH CITY COLLEGE FOUNDATION BOARD OF GOVERNORS POSITION: Board of Governors - general member NATURE: Community College FoundationBorad of Governors- raises money for scholarships INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/16/2014 ADDRESS: 4901 E. Carson St. O2 Bldg, Long Beach CA 90808, United States DESCRIPTION: Sit on the board - which mainly means going to quarterly meetings and listening to reports. Former chair of the Homeless Student Housing Taskforce, which is tasked with developing programs to identify, house, and provide support services to homeless students attending LBCC. Have influenced college policy and procedures regarding student homelessness, placed students in housing with financial support, continue to provide for food insecurity, housing, etc. while working with college to develop housing for homeless students on campus. 5) LONG BEACH CHAMBER OF COMMERCE POSITION: Board Member - NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2008 ADDRESS: 1 World Trade Center Suite 1650, Long Beach CA 90802, United States DESCRIPTION: I am the Government Affairs Council representative , so I attend the GAC meetings and vote on whether to support or oppose various state and local bills coming up for a vote.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-05
• S63 Uniform Securities Agent State Law Examination
  1996-07-30

Other Names

• Karen Rhoda Litwin