Kirk A O'BRien

Current Employers

Employment History

• 07/2004 → 01/2025
  Lincoln Financial Advisors Corporation
  Irvine, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2004-09-24 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA
  Santa Barbara, CA

Other Businesses

1) KIRK O'BRIEN 18400 VON KARMAN AVENUE, SUITE 550 IRVINE, CA 92612 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE PRODUCTS. START DATE: 06/2012 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2. 2) LIDO BOTTLE WORKS 3408 VIA OPORTO NEWPORT BEACH, VA CATEGORY: RETAIL INVESTMENT-RELATED: NO TITLE: CO-OWNER DUTIES: OPERATES, OWNS AND MANAGES A RESTAURANT. START DATE: 10/2016 HOURS PER MONTH: 25 HOURS PER MONTH DURING TRADING HOURS: 0. 3) COSTA MESA RENTAL POSITION: owner/landlord NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 3245 Idaho Lane, Costa Mesa CA 92626, United States DESCRIPTION: Property ownership, pay bills, coordinate with property manager 4) SB RENTAL POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/10/2025 ADDRESS: 308 Cooper Road, Santa Barbara CA 93109, United States DESCRIPTION: property management receive rental income hire vendors 5) KIRK O'BRIEN POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2004 ADDRESS: 813 Anacapa Street, Suite 111, Santa Barbara CA 93101, United States DESCRIPTION: sell fixed annuities/insurance through Crump

Exams

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