Roberto Joaquin Duran

Current Employers

Employment History

• 01/2000 → 01/2025
  Lincoln Financial Advisors
  Irvine, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2000-04-26 → 2025-01-24
  Osaic Fa, Inc.
  Oxnard, CA
  Irvine, CA
  San Ramon, CA
  Irvine, CA
  Irvine, CA
  Honolulu, HI

Other Businesses

1) ROBERTO DURAN 17400 LAGUNA CANYON ROAD, SUITE 125 IRVINE, CA 92603 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT/BROKER DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, INDEX ANNUITIES, FIXED LIFE INSURANCE, LONG TERM CARE START DATE: JUNE 25, 2009 HOURS PER MONTH: 8 HOURS PER MONTH DURING TRADING HOURS: 8 2) ODYSSEY WEALTH DESIGN 17400 LAGUNA CANYON ROAD, SUITE 125 IRVINE, CA 92603 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER HEALTH INSURANCE START DATE: 6/2017 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3) ROBERTO & HANI DURAN 664 ST. MORITZ DRIVE BIG BEAR LAKE, CA CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: MAINTAINS PROPERTY AND COLLECTS RENT START DATE: 12/20/17 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 4) MOMENTUM VALUE PARTNERS, LLC 17400 LAGUNA CANYON RD., #125 IRVINE, CA 92618 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: LEGAL ENTITY THROUGH WHICH PRACTICE IS MANAGED AND FIXED INSURANCE PRODUCTS ARE OFFERED AND SERVICED. INSURANCE PRODUCTS INCLUDE FIXED AND INDEXED ANNUITIES, DISABILITY, LONG TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 12/2/24 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 5)OWD LLC 17400 LAGUNA CANYON RD. #125 IRVINE, CA 92618 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH PRACTICE IS MANAGED. START DATE: 1/30/23 HOURS PER MONTH: 200 HOURS PER MONTH DURING TRADING HOURS: 160 6)PROSPERA SUCCESSION PARTNERS LLC POSITION: Manager Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 695 Town Center Drive, Suite 700, Costa Mesa CA 92626, United States DESCRIPTION: We will be using the LLC for operation overhead, marketing, staff and technology expenses. As a partner, I will be voting on decisions and may deal with day to day operations, bookkeeping and decision-making. DBA name for securities and advisory business.

Exams

• S66 Uniform Combined State Law Examination
  2000-03-27