Best Investors Account Sign in

Benjamin Robert Kobrin

Osaic Wealth, Inc.

Lodi, CA

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-14
  • CA RA
    APPROVED
    Since 2024-06-14

Branch Locations

1111 W Tokay St. Ste B, Lodi, CA 95240 • 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
National Planning Corporation Stockton CA 01/2013 10/2017
Securities America Inc. Stockton CA 09/2017 06/2024
Securities America Advisors Stockton CA 09/2017 06/2024
Osaic Wealth, Inc. Lodi CA 06/2024 Present
Osaic Wealth, Inc. Lodi CA 06/2024 Present
  • 01/2013 → 10/2017
    National Planning Corporation
    Stockton, CA
  • 09/2017 → 06/2024
    Securities America Inc.
    Stockton, CA
  • 09/2017 → 06/2024
    Securities America Advisors
    Stockton, CA
  • 06/2024 → Present
    Lodi, CA
  • 06/2024 → Present
    Lodi, CA
Previous Registrations
  • 2017-10-20 → 2024-06-14
    Securities America Advisors, Inc.
    Lodi, CA
  • 2016-10-05 → 2017-10-26
    National Planning Corporation
    Stockton, CA
  • 2009-09-08 → 2013-01-28
    Stocken, CA
  • 2008-11-24 → 2009-09-08
    Associated Securities Corp.
    Stocken, CA
  • 2006-12-12 → 2008-11-25
    Fsc Securities Corporation
    Stockton, CA
    Stockton, CA
  • 2006-11-17 → 2007-01-04
    Strategic Wealth Advisors Group
    Stockton, CA
  • 2005-02-15 → 2006-12-31
    Smith & Gatschet Financial Group
    Stockton, CA
Other Businesses

1. SMITH, GATSCHET & KOBRIN FINANCIAL GROUP POSITION: Insurance sales NATURE: Potential insurance sales to existing or new clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/20/2017 ADDRESS: 1111 W Tokay Street, Suite B, Lodi CA 95240 DESCRIPTION: Recommending, when appropriate, the purchase of various insurance products to existing or prospective clients. This would be done in conjunction with a larger overall financial plan.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-23
  • S66 Uniform Combined State Law Examination
    2004-09-23

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lodi, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor