Daniel Joseph Koblin

Current Employers

Employment History

• 10/2006 → 01/2025
  Lincoln Financial Advisors
  Irvine, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2007-06-18 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

1) CONTINUUM CONSULTING GROUP POSITION: Partner, Continuum Consulting Group NATURE: Sell fixed insurance as a part of our comprehensive planning process and implementation. Set up LLC to facilitate this activity. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/28/2016 ADDRESS: 100 Pacifica, Suite 350, Irvine CA 92606, United States DESCRIPTION: Sell fixed insruance products, including equity indexed products, as a result of the completion of a comprehensive financial plan for a client. 2) CONTINUUM CONSULTING GROUP POSITION: Partner - General NATURE: We are putting a 401k plan in place for our practice. We have formed a general partnership (William Wood and I) to pay joint expenses, including payroll. We are putting a 401k plan in place for our employees. We will serve as trustees of this plan but will not take any compensation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/03/2017 ADDRESS: 100 Pacifica, Suite 350, Irvine CA 92606, United States DESCRIPTION: We are putting a 401k plan in place for our practice. We have formed a general partnership (William Wood and I) to pay joint expenses, including payroll. We are putting a 401k plan in place for our employees. We will serve as trustees of this plan but will not take any compensation. 3) DANIEL KOBLIN IRVINE, CA 92612 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED LIFE SETTLEMENTS. START DATE: 10/14/2017 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 4) NAME AND ADDRESS: DANIEL KOBLIN/ONEDIGITAL, TUSTIN, CA CATEGORY: CONSULTANT INVESTMENT-RELATED: YES TITLE: CONSULTANT DUTIES: HUMAN RESOURCES CONSULTING TO THE COMPANY; EMPLOYEE HEALTH BENEFITS START DATE: 10/2019 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 5) DANIEL KOBLIN/FROMJUMP TUSTIN, CA CATEGORY: RETAIL/SERVICE INDUSTRY/LLC INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: PROVIDE STRATEGIC AND GENERAL MANAGEMENT FUNCTIONS TO TECHNOLOGY COMPANY START DATE: 12/2021 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 5 6) DANIEL KOBLIN IRVINE, CA 92612 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS PREMIUM FINANCING START DATE: 09/2022 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 7) DANNYK.GALLERY TUSTIN, CA 92782 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: CREATE AND SELL ARTWORK START DATE: 01/2024 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 8) CONTINUUM CONSULTING GROUP - GENERAL PARTNERSHIP POSITION: Partner NATURE: Bill Wood and I set up a LLC to pay joint business expenses (eg. payroll, marketing, etc). We fund this partnership equally and pay all joint business expenses through the partnership. We do not receive any revenue to this entity beyond the contribution we each make. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/22/2017 ADDRESS: Irvine, CA 92606 DESCRIPTION: Bill Wood and I set up an LLC to pay joint business expenses (eg. payroll, marketing, etc). We fund this partnership equally and pay all joint business expenses through the partnership. We do not receive any revenue to this entity beyond the contribution we each make. I will pay bills from this joint bank account and will handle administrative matters related to this entity. 9) ONEOC POSITION: Board Member NATURE: Non profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2019 ADDRESS: Santa, Ana CA 92705 DESCRIPTION: Sit on board of non-profit. Refiling since it was initially filed with Lincoln. 10) BUDDY HOCKEY POSITION: Acting CFO NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2025 ADDRESS: Tustin, CA 92782 DESCRIPTION: Provide CFO and other administrative support to this start up. Basic banking, budgeting, planning and other admin duties.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-16