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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

Richmond, CA • United States

6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • 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 San Ramon CA 07/2015 01/2025
Osaic Wealth, Inc. San Ramon CA 01/2025 Present
  • 07/2015 → 01/2025
    Lincoln Financial Advisors
    San Ramon, CA
  • 01/2025 → Present
    San Ramon, CA
Previous Registrations
  • 2015-07-15 → 2025-01-24
    Osaic Fa, Inc.
    San Ramon, CA
  • 2013-05-31 → 2015-07-16
    San Pablo, CA
    Pinole, CA
    Danville, CA
    Rodeo, CA
    Albany, CA
    San Pablo, CA
    Berkeley, CA
    Pinole, CA
    San Pablo, CA
    El Sobrante, CA
    Berkeley, CA
    Kensington, CA
    Hercules, CA
    El Dorado Hills, CA
    Berkeley, CA
    Berkeley, CA
    Kensington, CA
  • 2011-09-22 → 2013-05-24
    Menlo Park, CA
    Sacramento, CA
    San Jose, CA
    San Jose, CA
    Los Gatos, CA
    San Jose, CA
    Saratoga, CA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-13
  • S66 Uniform Combined State Law Examination
    2011-07-13

View on SEC IAPD

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