Randy Ray Oehrlein

Current Employers

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2017-06-09

TX RA
APPROVED

Since 2017-06-09

Branch Locations

Austin, TX • United States

1202 Lakeway Drive Suite 6, Austin, TX 78734 • 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

Organization	City	State	From	To
University Of Texas-Austin	Austin	TX	09/2000	Present
Randy Oehrlein, Dba Oehrlein Insurance And Investments	Pflugerville	TX	09/2000	Present
Legend Equities Corporation	Palm Beach Gardens	FL	10/2002	01/2017
Lincoln Investment	Austin	TX	01/2017	Present

09/2000 → Present

University Of Texas-Austin

Austin, TX
09/2000 → Present

Randy Oehrlein, Dba Oehrlein Insurance And Investments

Pflugerville, TX
10/2002 → 01/2017

Legend Equities Corporation

Palm Beach Gardens, FL
01/2017 → Present

Lincoln Investment

Austin, TX

Previous Registrations

2006-01-20 → 2019-10-04

Legend Advisory, Llc

Austin, TX

Palm Beach Gardens, FL

Pflugerville, TX

Other Businesses

COMBINED BENEFITS GROUP POSITION: Account manager NATURE: Health, Life Insurance and Fixed Annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 96 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2000 ADDRESS: 1202 Lakeway Dr., Suite 6, Austin TX 78734, United States DESCRIPTION: Account manager for sales, service and administration of group sponsored employee benefits that consist primarily of life and health insurance products. Health, Life Insurance and Fixed Annuity sales RANDY OEHRLEIN, LLC POSITION: President NATURE: Life and Health Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/20/2012 ADDRESS: 1202 Lakeway Dr., Suite 6, Austin TX 78734, United States DESCRIPTION: Health and Life insurance sales to individuals and groups. Appointed with several insurance companies. All of these appointments are listed on the Texas Dept of Insurance under my business name. OEHRLEIN INSURANCE & INVESTMENTS POSITION: Agent NATURE: Health, Life Insurance and Fixed Annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2000 ADDRESS: 1202 Lakeway Dr., Suite 6, Austin TX 78734, United States Description: Health, Life Insurance and Fixed Annuity sales to individuals and groups. Appointed with several insurance companies. All of these appointments are listed on the Texas Dept of Insurance under my name.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-01-18
S63	Uniform Securities Agent State Law Examination	2002-08-15

S65 Uniform Investment Adviser Law Examination

2006-01-18
S63 Uniform Securities Agent State Law Examination

2002-08-15

Other Names

Randy Ray Oehrlein

View on SEC IAPD