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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
  • CA RA
    APPROVED
    Since 2025-01-24

Branch Locations

6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • United States

Martinez, CA • 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
Lincoln Financial Advisors San Ramon CA 06/2001 01/2025
Osaic Wealth, Inc. Martinez CA 01/2025 Present
  • 06/2001 → 01/2025
    Lincoln Financial Advisors
    San Ramon, CA
  • 01/2025 → Present
    Martinez, CA
Previous Registrations
  • 2001-06-25 → 2025-01-24
    Osaic Fa, Inc.
    San Ramon, CA
    San Ramon, CA
    San Ramon, CA
    Martinez, CA
Other Businesses

1)MARTIN S. JOHNSON SAGEMARK CONSULTING 3000 EXECUTIVE PARKWAY SUITE. 400 SAN RAMON, CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT, HEALTH, DISABILITY, LONG TERM CARE AND TRADITIONAL LIFE INSURANCE; PREMIUM FINANCING, FIXED AND INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LIFE SETTLEMENTS, COMMISSION-BASED GROUP BENEFITS START DATE: 01/01/2009 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 12. 2)MARTIN JOHNSON/AFFILIATION SERVICES, LLC MARTINEZ, CA CATEGORY: INSURANCE/LLC INVESTMENT-RELATED: YES TITLE: AGENT/OWNER DUTIES: OFFER DISABILITY, LONG TERM CARE AND TRADITIONAL LIFE INSURANCE; COMMISSION BASED GROUP BENEFITS. MANAGE BUSINESS EXPENSES THROUGH LLC. START DATE: 3/2022 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 10 3)MARTIN JOHNSON/ASA - AGRIBUSINESS SUCCESSION ADVISORS 3000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON, CA CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: OTHER/AGENT DUTIES: OFFER ACCIDENT, HEALTH, DISABILITY, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE; COMMISSION-BASED GROUP BENEFITS; FIXED ANNUITIES START DATE: 1/2023 HOURS PER MONTH: 30 HOURS PER MONTH DURING TRADING HOURS: 15 4) MEALS ON WHEELS OF CONTRA COSTA POSITION: Member of the Board of Directors NATURE: Meals on Wheels is a non-profit organization with a mission to delivery health food and nutrition and preform welfare checks on at risk elderly members of our community. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2020 ADDRESS: 1330 Arnold Dr # 149, Martinez CA 94553, United States DESCRIPTION: As a volunteer member of the board of directors, I help advise the organization on the best course of action to help serve at risk elderly members of our community. 5) ADJUNCT PROFESSOR - SUMMER SESSION - GOLDEN GATE UNIVERSITY POSITION: Adjunct Professor - Summer Session - Golden Gate University NATURE: Adjunct Professor - Summer Session - Golden Gate University INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: 536 Mission St., San Francisco CA 94105, United States DESCRIPTION: I was an Adjunct Professor for the Summer Session in 2017 at Golden Gate University to volunteer to teach the insurance class in the business school 6) FARM LEGACY ADVISORS POSITION: One of the lead advisors NATURE: This is a joint effort between Martin Johnson, Ed Rusnak, Zach Sherin and Mark Sherin that originated when we werewith Lincoln. We filed an OBA at that time as well as a marketing name for approval, but it does not appear thoseapprovals came over to Osaic. We have filed a DBA in California to lock up the name, but we are not planning toestablish an unique entity. All revenue sharing is done on the respective applications. INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 80 START DATE: 02/15/2023 ADDRESS: 6101 Bollinger Canyon Road, Suite 225, San Ramon CA 94583, United States DESCRIPTION: Our duties are the same as in our individual practices. We engage in fee based planning, manage investments and sellinsurance products. We jointly market together and informally share expenses.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-29
S63 Uniform Securities Agent State Law Examination 1998-05-04
  • S66 Uniform Combined State Law Examination
    2001-05-29
  • S63 Uniform Securities Agent State Law Examination
    1998-05-04
Other Names
  • Martin S Johnson

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