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

Branch Locations

Sacramento, CA • United States

406 E Main St Ste K, Grass Valley, CA 95945 • United States

8880 Cal Center Drive Suite 220, Sacramento, CA 95826-3229 • United States

1510 Poole Boulevard Suite 107, Yuba City, CA 95993 • 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 Corporation Sacramento CA 05/2016 01/2025
Osaic Wealth, Inc. Yuba City CA 01/2025 Present
  • 05/2016 → 01/2025
    Lincoln Financial Advisors Corporation
    Sacramento, CA
  • 01/2025 → Present
    Yuba City, CA
Previous Registrations
  • 2017-05-08 → 2025-01-24
    Osaic Fa, Inc.
    Sacramento, CA
    Yuba City, CA
    Grass Valley, CA
Other Businesses

1. Retirement Security Centers, 8880 Cal Center Drive, Ste 220, Sacramento, CA Category: Insurance Investment-Related: Yes Title: Agent Duties: offer accident & health insurance, disability insurance, fixed/indexed annuities, long-term care insurance and traditional life insurance products. State Date: 7/2017 Hours per month: 5 Hours per month during trading hours: 5 www.rscenters.com 2. SACSPORTSCARDS POSITION: Sole Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 441 Tailoff Lane, Sacramento CA 95818, United States DESCRIPTION: I sell sports cards

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-05
  • S66 Uniform Combined State Law Examination
    2017-05-05

View on SEC IAPD

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