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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
6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | San Ramon | CA | 01/2021 | 07/2021 |
| O'BRien Wealth Partners | Boston | MA | 07/2020 | 12/2020 |
| O'BRien Wealth Partners | Boston | MA | 07/2019 | 12/2019 |
| Grantham, Mayo & Van Otterloo | Boston | MA | 07/2018 | 12/2018 |
| Northeastern University | Boston | MA | 01/2020 | 06/2020 |
| Northeastern University | Boston | MA | 01/2019 | 06/2019 |
| Northeastern University | Boston | MA | 08/2016 | 06/2018 |
| Lincoln Financial Advisors | San Ramon | CA | 06/2017 | 07/2017 |
| Lincoln Financial Advisors Corporation | San Ramon | CA | 07/2021 | 01/2025 |
| Osaic Wealth, Inc. | San Ramon | CA | 01/2025 | Present |
SRJ WEALTH STRATEGIES POSITION: Agent NATURE: Sell insurance products for clients if it fits their financial situation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2022 ADDRESS: 3000 Executive Parkway, Suite 400, San Ramon CA 94583, United States DESCRIPTION: Sell life, disability or long term care insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-15 |
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