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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
9275 Sky Park Court Suite 160, San Diego, CA 92123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | La Jolla | CA | 04/2002 | 01/2025 |
| Osaic Wealth, Inc. | La Jolla | CA | 01/2025 | Present |
1. STEVE CANNON, INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2005 ADDRESS: 9275 Sky Park Court, Suite 160, San Diego CA 92123, United States DESCRIPTION: Offering fixed annuities 2. SUCCESSOR TRUSTEE FOR THE CAROL A CANNON TRUST POSITION: Trustee NATURE: Successor Trustee INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2024 ADDRESS: 9275 Sky Park Court, Suite 160, San Diego CA 92123, United States DESCRIPTION: Successor Trustee for mom: the Carol A Cannon Trust
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-23 |
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