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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 |
Branch Locations
2105 S. Bascom Avenue Suite 300, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Campbell | CA | 01/2025 | Present |
| Lincoln Financial Advisors | Walnut Creek | CA | 05/2000 | 01/2025 |
LORRAINE TAYLOR POSITION: Trustee NATURE: I am co-trustee with my sisters of our family trust which formerly held the deed to my residence and my sisters residence. The properties have since been gifted out of the trust. The only trust assets are a Schwab account which has been previously reported through PTA/ECM systems. I do not manage or monitor the account the Schwab account. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2012 ADDRESS: 680 Princeton Drive, Sunnyvale CA 94087, United States DESCRIPTION: No planned activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-25 |
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