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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 | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp. | Irvine | CA | 11/1999 | 01/2025 |
| Osaic Wealth, Inc. | Irvine | CA | 01/2025 | Present |
1.TRUSTEE OF A 401K FOR OUR GROUP. I WILL NOT BE TAKING ANY COMPENSATION. POSITION: Fiduciary,Trustee NATURE: trustee of a 401k for our group. i will not be taking any compensation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/03/2017 ADDRESS: 18400 von karman ave, suite 400, irvine CA 92612, United States DESCRIPTION: trustee of a 401k for our group. i will not be taking any compensation. 2.CONTINUUM CONSULTING GROUP POSITION: agent NATURE: selling fixed insurance to include fixed indexed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2025 ADDRESS: 100 Pacifica suite 350, Irvine CA 92618, United States DESCRIPTION: recommending fixed insurance products to clients when appropriate
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-20 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-09 |
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