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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
6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • United States
Martinez, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | San Ramon | CA | 06/2001 | 01/2025 |
| Osaic Wealth, Inc. | Martinez | CA | 01/2025 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-04 |
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