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Clarice Merle Couey

Osaic Wealth, Inc.

Oxnard, CA

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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
  • CA RA
    APPROVED
    Since 2025-01-24

Branch Locations

2775 N. Ventura Road Suite 101, Oxnard, CA 93036 • 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 Oxnard CA 08/2004 01/2025
Osaic Wealth, Inc. Oxnard CA 01/2025 Present
  • 08/2004 → 01/2025
    Lincoln Financial Advisors
    Oxnard, CA
  • 01/2025 → Present
    Oxnard, CA
Previous Registrations
  • 2005-02-07 → 2025-01-24
    Osaic Fa, Inc.
    Ventura, CA
    Oxnard, CA
Other Businesses

1) CLARICE COUEY 300 E ESPLANADE DRIVE, SUITE 1950 OXNARD, CA 93036. CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, TRADITIONAL LIFE INSURANCE, AND FIXED/INDEXED ANNUITIES. START DATE: 3/16/2009 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-11
  • S66 Uniform Combined State Law Examination
    2004-12-11

View on SEC IAPD

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