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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln National Life Insurance Company | El Paso | TX | 06/2002 | Present |
| Lincoln Financial Advisors | El Paso | TX | 06/2002 | 01/2025 |
| Osaic Wealth, Inc. | El Paso | TX | 01/2025 | Present |
1) ROBERT M. SESICH, 4687 N MESA, SUITE 200, EL PASO, TX 79912 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT AND HEALTH, DISABILITY, COMMISSION-BASED GROUP BENEFITS, TRADITIONAL LIFE INSURANCE, LONG-TERM CARE AND FIXED INDEXED ANNUITIES. START DATE: 08/2002 HOURS PER MONTH: 30 HOURS PER MONTH DURING TRADING HOURS: 20 2) ROBERT M SESICH POSITION: Agent NATURE: Outside Insurance Brokerage - Sale of Life, Accident, Health, Long Term Care and Disability insurance and Fixed Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 08/22/2002 ADDRESS: 4687 N Mesa, Suite 200, El Paso TX 79912, United States DESCRIPTION: Outside Insurance Brokerage - Sell Life, Accident, Health Long Term Care and Disability insurance and Fixed Annuities 3) EP PLANNER, LLC POSITION: Manager, Member NATURE: An LLC established by myself and 3 other planners in the El Paso area to jointly administer the office lease, utilities, payroll for admin staff and other general office responsibilities With the retirement of Larry Springer, he was removed from this LLC and it is now myself and 2 other planners. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/06/2018 ADDRESS: 4687 N Mesa, Suite 200, El Paso TX 79912, United States DESCRIPTION: As the current manager of the LLC, I will negotiate the current lease agreements for the group, process payroll and expense payments, and invoice members for their share of expenses paid by LLC 4) ROBERT M SESICH POSITION: Executor NATURE: Named as Executor and Power of Attorney in my wife's (Leslie D. Jones) estate planning documents. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2014 ADDRESS: 6784 Copper Ridge Dr, El Paso TX 79912, United States DESCRIPTION: Assume the duties of the Executor of my wife's estate after her death. In addition, possibly act as Power of Attorney for her in the event needed at some future time. 5) ROBERT M. SESICH POSITION: Agent NATURE: Sell Indexed Annuities and Index Life Insurance through Lincoln Financial Group and other companies INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/10/2012 ADDRESS: 4687 N Mesa, Suite 200, El Paso TX 79912, United States DESCRIPTION: Sell Indexed Annuities and Index Life Insurance through Lincoln Financial Group and other companies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-22 |
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