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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
17400 Laguna Canyon Road Suite 125, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Irvine | CA | 09/2013 | 01/2025 |
| Osaic Wealth, Inc. | Irvine | CA | 01/2025 | Present |
1) OAKWOOD WEALTH PARTNERS 17400 LAGUNA CANYON ROAD, SUITE 125 IRVINE, CA 92618 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS, SUCH AS FIXED AND INDEXED ANNUITIES, ACCIDENT, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE START DATE: 1/1/2014 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-25 |
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