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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
OR RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24
  • OR RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

44 Montgomery Street Suite 2950, San Francisco, CA 94104 • United States

6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • 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 Corporation San Ramon CA 11/1998 01/2025
Osaic Wealth, Inc. San Francisco CA 01/2025 Present
  • 11/1998 → 01/2025
    Lincoln Financial Advisors Corporation
    San Ramon, CA
  • 01/2025 → Present
    San Francisco, CA
Previous Registrations
  • 1999-01-06 → 2025-01-24
    Osaic Fa, Inc.
    San Francisco, CA
    San Ramon, CA
    San Ramon, CA
    San Ramon, CA
    Portland, OR
Other Businesses

1) THOMAS MICHAEL STROHL, JR. 3000 EXECUTIVE PARKWAY, SUITE 400 SAN RAMON, CA 94583 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE; AND FIXED AND EQUITY-INDEXED ANNUITIES THROUGH LINCOLN NATIONAL LIFE INSURANCE COMPANY OR CRUMP/LINCOLN NATIONAL INSURANCE ASSOCIATES. START DATE: 04/04/11 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20. 2)Thomas Strohl/Open Advisors, LLC, 44 Montgomery Street, Suite 2950, San Francisco, CA Category: Legal Entity/LLC Investment-Related: No Title: Partner- Limited Duties: Manage LLC to pay business expenses Start Date: 9/2018 Hours per month: 5 Hours per month during trading hours: 5 3) MICHAEL STROHL/OARE, LLC 44 MONTGOMERY STREET, SUITE 2950 SAN FRANCISCO, CA CATEGORY: REAL ESTATE MANAGEMENT, RENTAL OR DEVELOPMENT/LLC INVESTMENT-RELATED: YES TITLE: PARTNER- LIMITED DUTIES: MANAGE LLC AND RENTAL PROPERTY- 35 E. ADA ST., MERIDIAN, OH START DATE: 3/2019 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-21
S63 Uniform Securities Agent State Law Examination 1998-07-17
  • S65 Uniform Investment Adviser Law Examination
    1998-07-21
  • S63 Uniform Securities Agent State Law Examination
    1998-07-17
Designations
Other Names
  • Mike Strohl

View on SEC IAPD

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