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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 |
| ID | RA | APPROVED | 2025-01-24 |
| OR | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | San Ramon | CA | 01/2004 | 01/2025 |
| Osaic Wealth, Inc. | Meridian | ID | 01/2025 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-10 |
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