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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-24
ID RA APPROVED 2025-01-24
OR RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24
  • ID RA
    APPROVED
    Since 2025-01-24
  • OR RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

35 E Ada Street, Meridian, ID 83642 • United States

6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • 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
OrganizationCityStateFromTo
Lincoln Financial Advisors San Ramon CA 01/2004 01/2025
Osaic Wealth, Inc. Meridian ID 01/2025 Present
  • 01/2004 → 01/2025
    Lincoln Financial Advisors
    San Ramon, CA
  • 01/2025 → Present
    Meridian, ID
Previous Registrations
  • 2011-05-17 → 2025-01-24
    Osaic Fa, Inc.
    San Ramon, CA
    San Ramon, CA
    San Ramon, CA
    Meridian, ID
    Twin Falls, ID
    Portland, OR
Other Businesses

1) RYAN BAKER, MERIDIAN, ID CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER DISABILITY, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE; FIXED AND INDEXED ANNUITIES; LIFE SETTLEMENTS; PREMIUM FINANCING START DATE: 4/2020 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) RYAN BAKER/OPEN ADVISORS, LLC. 3000 EXECUTIVE PARKWAY #400, SAN RAMON, CA CATEGORY: LEGAL ENTITY/LLC INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: MANAGE LLC TO PAY BUSINESS EXPENSES, HIRE AND MANAGE STAFF START DATE: 09/2018 HOURS PER MONTH: 200. HOURS PER MONTH DURING TRADING HOURS: 120. 3) RYAN BAKER/OARE, LLC. 35 E ADA STREET MERIDIAN, ID CATEGORY: REAL ESTATE MANAGEMENT, RENTAL OR DEVELOPMENT/LLC INVESTMENT-RELATED: YES TITLE: MANAGER DUTIES: COLLECT RENT, PAY EXPENSES, MANAGE RENTAL PROPERTY- 35 E. ADA ST., MERIDIAN, ID. START DATE: 3/2019 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 0. 4) RYAN BAKER/CJR INSURANCE SERVICES, LLC 1321 OAKLEY AVE., SUITE 20 BURLEY, ID CATEGORY: LEGAL ENTITY INVESTMENT-RELATED: YES TITLE: MEMBER DUTIES: ENTITY USED FOR DISTRIBUTION OF FIXED INSURANCE COMPENSATION START DATE: 4/2020 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-31
S63 Uniform Securities Agent State Law Examination 2003-12-10
  • S65 Uniform Investment Adviser Law Examination
    2011-03-31
  • S63 Uniform Securities Agent State Law Examination
    2003-12-10

View on SEC IAPD

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