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

Branch Locations

San Diego, CA • United States

4250 Executive Square Suite 700, La Jolla, CA 92037 • 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 La Jolla CA 04/2006 01/2025
Osaic Wealth, Inc. La Jolla CA 01/2025 Present
  • 04/2006 → 01/2025
    Lincoln Financial Advisors
    La Jolla, CA
  • 01/2025 → Present
    La Jolla, CA
Previous Registrations
  • 2006-04-13 → 2025-01-24
    Osaic Fa, Inc.
    La Jolla, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-12
S63 Uniform Securities Agent State Law Examination 2005-04-26
  • S65 Uniform Investment Adviser Law Examination
    2006-04-12
  • S63 Uniform Securities Agent State Law Examination
    2005-04-26
Other Names
  • Scott Kenji Ida
  • Scott Ida

View on SEC IAPD

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