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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
9275 Sky Park Court Suite 160, San Diego, CA 92123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | San Diego | CA | 09/2006 | 01/2025 |
| Osaic Wealth, Inc. | La Jolla | CA | 01/2025 | Present |
1) ART PARRY, 2020 CAMINO DE RIO NORTH SUITE 1020 SAN DIEGO, CA, 92108 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED/INDEXED ANNUITIES AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE: 1/2008 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2. Estate Executor upon Parents Death POSTION: Executor NATURE: Estate Executor upon parent's death INVESTMENT RELATED: No. NUMBER OF HOURS 0 SECURITIES TRADING HOURS 0 START DATE: 02/15/2023 DESCRIPTION: Taking care of the estate per estate documents request. 3. ART PARRY POSITION: Agent NATURE: I intend to conduct Fixed Annuity Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2008 ADDRESS: 4250 Executive Square, Suite 700, La Jolla CA 92037, United States DESCRIPTION: I intend to conduct Fixed Annuity Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-17 |
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