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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
4250 Executive Square Suite #700, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | La Jolla | CA | 07/2007 | 01/2025 |
| Osaic Wealth, Inc. | La Jolla | CA | 01/2025 | Present |
1) DIANA HOOGENDOORN LAKE HAVASU CITY, NV 86404 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OWN AND MAINTAIN RENTAL PROPERTY. START DATE: 10/15/24 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 0 2) DIANA HOOGENDOORN, SUCCESSOR TRUSTEE POSITION: Successor Trustee NATURE: This is my father's trust: Steven A Johnson Living Trust dtd 10/8/2012 INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2012 ADDRESS: 776 Catherine Ave, San Marcos CA 92069, United States DESCRIPTION: I am the successor trustee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
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