Scott Robert Elardo

Current Employers

Employment History

• 06/2003 → 01/2025
  Lincoln Financial Advisors Corp
  Irvine, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2003-09-04 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA
  La Jolla, CA
  Rockford, IL

Other Businesses

1) SCOTT ELARDO/SAGEMARK CONSULTING 18400 VON KARMAN AVE., #400, IRVINE, CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: SELF/AGENT DUTIES: OFFER ACCIDENT, HEALTH, DISABILITY, TRADITIONAL, AND LONG-TERM CARE INSURANCE; FIXED AND EQUITY-INDEXED ANNUITIES START DATE: 9/2018 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 0 2)THE GOLDHIRSCH SURVIVOR'S TRUST, 18400 VON KARMAN AVE., #400, IRVINE, CA 92612 CATEGORY: FIDUCIARY NON-IMMEDIATE FAMILY MEMBER INVESTMENT RELATED: YES TITLE: INVESTMENT TRUSTEE DUTIES: ACT AS INVESTMENT TRUSTEE START DATE: 07/2024 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1 3)THE GOLDHIRSCH MARITAL TRUST, 18400 VON KARMAN AVE., #400, IRVINE, CA 92612 CATEGORY: FIDUCIARY NON-IMMEDIATE FAMILY MEMBER INVESTMENT RELATED: YES TITLE: INVESTMENT TRUSTEE DUTIES: ACT AS INVESTMENT TRUSTEE START DATE: 07/2024 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1 4) THE ELARDO FAMILY TRUST POSITION: Successor Trustee NATURE: Family Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/12/2025 ADDRESS: 18400 Von Karman Ave., #400, Irvine CA 92612, United States DESCRIPTION: Successor Trustee of my parents' living trust. 5) SRE LEGACY VENTURES, INC. POSITION: Owner, CEO NATURE: S-Corporation for financial planning practice. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 18400 Von Karman Ave., #400, Irvine CA 92612, United States DESCRIPTION: Administrative accounting for financial planning practice. 6) THE GOLDHIRSH MARITAL TRUST POSITION: Investment Trustee NATURE: These family trusts hold title to assets for the benefit of a surviving spouse. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2024 ADDRESS: 18400 Von Karman Ave., #400, Irvine CA 92612, United States DESCRIPTION: Act as investment trustee. This role is limited to making investment decisions only. 7) THE GOLDHIRSH SURVIVOR'S TRUST POSITION: Investment Trustee NATURE: These family trusts hold title to assets for the benefit of a surviving spouse. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2024 ADDRESS: 18400 Von Karman Ave., #400, Irvine CA 92612, United States DESCRIPTION: Act as investment trustee. This role is limited to making investment decisions only.

Exams

• S66 Uniform Combined State Law Examination
  2003-08-02