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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
1510 Poole Boulevard Suite 107, Yuba City, CA 95993 • United States
101 Parkshore Drive Suite 135, Folsom, CA 95630 • United States
406 E Main St Ste K, Grass Valley, CA 95945 • United States
8880 Cal Center Drive Suite 220, Sacramento, CA 95826-3229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Sacramento | CA | 02/2000 | 01/2025 |
| Osaic Wealth, Inc. | Folsom | CA | 01/2025 | Present |
1) NAME AND ADDRESS: LORI CARDEN, 8880 CAL CENTER DRIVE, SUITE 220, SACRAMENTO, CA 95826-3229. CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT/BROKER DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONGTERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS START 09/01/2009 HOURS PER MONTH: 16 HOURS PER MONTH DURING TRADING HOURS: 16
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-29 |
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