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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 |
| TN | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
18400 Von Karman Avenue Suite 400, Irvine, CA 92612-5011 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Von Karman | CA | 04/2003 | 07/2022 |
| Lincoln Financial Advisors | Nashville | TN | 07/2022 | 01/2025 |
| Osaic Wealth, Inc. | Irvine | CA | 01/2025 | Present |
1) TRUSTEE FOR DEMARS FAMILY TRUST POSITION: Trustee NATURE: We have a Family Trust, my wife and I are co-trustees. My personal email is used to receive notifications from our bank. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2019 ADDRESS: 6611 Clearbrook Drive, Nashville TN 37025, United States DESCRIPTION: Receive compensation from Lincoln into our checking account and then pay bills.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-07-06 |
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