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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
  • CA RA
    APPROVED
    Since 2025-01-24

Branch Locations

30 Landing Circle Suite 300, Chico, CA 95973 • United States

448 Red Cliff Drive Suite 124, Redding, CA 96002 • 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 Chico CA 09/2004 01/2025
Osaic Wealth, Inc. Chico CA 01/2025 Present
  • 09/2004 → 01/2025
    Lincoln Financial Advisors
    Chico, CA
  • 01/2025 → Present
    Chico, CA
Previous Registrations
  • 2004-12-06 → 2025-01-24
    Osaic Fa, Inc.
    Sacramento, CA
    Redding, CA
    Sacramento, CA
    Chico, CA
    Sacramento, CA
    Sacramento, CA
    Redding, CA
Other Businesses

1) JAKE WILSON 30 LANDING CIRCLE SUITE 300 CHICO, CA 95973. CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE. START DATE: 06/25/09 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0. 3) JAKE WILSON 30 LANDING CIRCLE SUITE 300 CHICO, CA 95973 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 01/01/2019 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1. 4) J & J WILSON FARMING 665 EAST EVANS REIMER RD. GRIDLEY, CA 95948 CATEGORY: FARMING INVESTMENT RELATED: NO TITLE: OWNER DUTIES: OWNERSHIP OF FARMLAND AND CHESTNUT ORCHARD. START DATE: 06/01/2019 HOURS PER MONTH: 32 HOURS PER MONTH DURING TRADING HOURS: 32 5) WILSON FAMILY FARM POSITION: OFFICER/MANAGER NATURE: 1) WILSON FAMILY FARM D/B/A WIL-KER-SON RANCH661 EAST EVAN REIMER ROADGRIDLEY, CA 95948CATEGORY: FARMINGINVESTMENT-RELATED: YESTITLE: OFFICER/MANAGER DUTIES: ATTEND WEEKLY MEETINGS TO REVIEW OPERATIONS, BUDGET AND WORKFLOW FOR FAMILY FARMSTART DATE: 5/2018HOURS PER MONTH: 0HOURS PER MONTH DURING TRADING HOURS: 32. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 32 START DATE: 05/23/2018 ADDRESS: 661 East Evans Reimer Rd, Gridley CA 95948, United States DESCRIPTION: ATTEND WEEKLY MEETINGS TO REVIEW OPERATIONS, BUDGET AND WORKFLOW FOR FAMILY FARM

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-04
  • S66 Uniform Combined State Law Examination
    2004-12-04

View on SEC IAPD

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