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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
6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | San Ramon | CA | 07/2015 | 01/2025 |
| Osaic Wealth, Inc. | San Ramon | CA | 01/2025 | Present |
JOSEPH YANG, 3000 EXECUTIVE PARKWAY, SUITE 400, SAN RAMON, CA, INVESTMENT RELATED, AGENT, OFFERING FIXED ANNUITIES, EQUITY INDEXED ANNUITIES, TRADITIONAL LIFE INSURANCE, AND LONG TERM CARE INSURANCE. STARTED ON 07/15/2015 WORKING 80 HPM ALL DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-13 |
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