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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 |
| IA | RA | APPROVED | 2025-01-24 |
Branch Locations
4250 Executive Square Suite #700, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | La Jolla | CA | 02/2016 | 01/2025 |
| Osaic Wealth, Inc. | La Jolla | CA | 01/2025 | Present |
1) ZACKERY BERTRAND 2020 CAMINO DEL RIO NORTH SUITE 1020 SAN DIEGO, CA 92108 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE: 08/2016 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) ZACKERY BERTRAND POSITION: Agent NATURE: I intend to conduct non variable insurance and non variable annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2016 ADDRESS: 4250 Executive Sq, Ste 700, La Jolla CA 92037, United States DESCRIPTION: I intend to conduct non variable insurance and non variable annuity sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-20 |
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