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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
2775 N. Ventura Road Suite 101, Oxnard, CA 93036 • United States
813 Anacapa Street Suite 111, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Oxnard | CA | 05/2000 | 01/2025 |
| Osaic Wealth, Inc. | Oxnard | CA | 01/2025 | Present |
1): DAVID ALMEIDA 300 E ESPLANADE DRIVE, SUITE 1950, OXNARD, CA 93036. CATEGORY: INSURANCE. INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, DISABILITY, FIXED ANNUITY, INDEXED ANNUITY, TRADITIONAL LIFE INSURANCE AND LONG TERM CARE. START DATE: 07/01/2000 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-20 |
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