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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
4250 Executive Square Suite 700, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | La Jolla | CA | 04/2006 | 01/2025 |
| Osaic Wealth, Inc. | La Jolla | CA | 01/2025 | Present |
1) SCOTT IDA 4250 EXECUTIVE SQUARE STE 700 LA JOLLA, CA 92037 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, DISABILITY, TRADITIONAL LIFE INSURANCE AND LONG TERM CARE. START DATE: 04/01/2006 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) SCOTT IDA, 4250 EXECUTIVE SQUARE, STE. 700, LA JOLLA, CA CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER ACCIDENT, DISABILITY, LONG TERM CARE AND TRADITIONAL LIFE INSURANCE; FIXED AND INDEXED ANNUITIES START DATE: 4/2006 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 3) SCOTT IDA POSITION: Agent NATURE: Life Insurance, Disability Insurance, Long Term Care and Fixed/Variable Annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2006 ADDRESS: 4250 EXECUTIVE SQUARE, STE 700, LA JOLLA CA 92037, United States DESCRIPTION: Sell Life Insurance, Disability Insurance and Long Term Care.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-26 |
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