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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
TX RA APPROVED 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

Rancho Murieta, CA • United States

101 Parkshore Drive Suite 135, Folsom, CA 95630 • United States

8880 Cal Center Drive Suite 220, Sacramento, CA 95826-3229 • 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 Sacramento CA 10/2012 01/2025
Osaic Wealth, Inc. Folsom CA 01/2025 Present
  • 10/2012 → 01/2025
    Lincoln Financial Advisors
    Sacramento, CA
  • 01/2025 → Present
    Folsom, CA
Previous Registrations
  • 2012-12-20 → 2025-01-24
    Osaic Fa, Inc.
    Sacramento, CA
    Sacramento, CA
    Folsom, CA
Other Businesses

1. TRUSTEE OF OF GREG AND MARTHA GLUNT REVOKABLE TRUST POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2018 ADDRESS: 15012 Reynosa Dr, Rancho Murieta CA 95683, United States DESCRIPTION: I am the trustee of the revocable living trust for myself and my wife. 2. ABGG SOLUTIONS LLC POSITION: President NATURE: LLC/ Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2026 ADDRESS: 8880 Cal Center Drive, Suite 220, Sacramento CA 95826, United States DESCRIPTION: Established for purposes of a shared operational infrastructure, expense management, and continuity planning among team members 3. RMCC MEN'S CLUB BOARD POSITION: Director NATURE: Men's Golf Club Board INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 7000 Alameda Dr, Rancho Murieta CA 95683, United States DESCRIPTION: Serve on the Men's Golf Club Board. Help with golf tournaments. 4. DOUBLEG P&C LLC POSITION: President NATURE: Single Member LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 06/01/2026 ADDRESS: 8880 Cal Center Drive, Suite 220, Sacramento CA 95826, United States DESCRIPTION: Established for purposes of individual operational infrastructure, expense management, payroll etc 5.GREGORY GLUNT, INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 7 START DATE: 03/04/2013 ADDRESS: 8880 Cal Center Drive, Suite 220, Sacramento CA 95826, United States DESCRIPTION: I sell life insurance, fixed and variable annuities. 6. RETIREMENT SECURITY CENTERS, LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2013 ADDRESS: 8880 Cal Center Drive, Suite 220, Sacramento CA 95826, United States DESCRIPTION: Using Retirement Security Centers as my marketing name for my securities and insurance business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-23
  • S66 Uniform Combined State Law Examination
    2012-11-23

View on SEC IAPD

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