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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 | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Sacramento | CA | 10/2012 | 01/2025 |
| Osaic Wealth, Inc. | Folsom | CA | 01/2025 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-23 |
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