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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 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
Costa Mesa, CA • United States
695 Town Center Dr Suite 700, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Irvine | CA | 06/2008 | 01/2025 |
| Osaic Wealth, Inc. | Irvine | CA | 01/2025 | Present |
1) KEVIN D OROS, 18400 VON KARMAN AVENUE, SUITE 550, IRVINE, CA 92612. CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT/BROKER DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, FIXED LIFE INSURANCE, LONG TERM CARE INSURANCE START 8/12/2009 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) KEVIN D. OROS, INSURANCE POSITION: Agent NATURE: I intend to conduct nonvariable insurance and nonvariable annuity sales. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2009 ADDRESS: 18400 Von Karman Ave., Suite 400, Irvine CA 92612, United States DESCRIPTION: I intend to conduct nonvariable insurance and nonvariable annuity sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-24 |
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