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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 |
|---|---|---|---|---|
| Metlife Securities Inc | San Ramon | CA | 12/2015 | 03/2017 |
| Mml Investors Services, Llc | San Ramon | CA | 03/2017 | 06/2017 |
| Lincoln Financial Advisors Corporation | San Ramon | CA | 06/2017 | 01/2025 |
| Osaic Wealth, Inc. | San Ramon | CA | 01/2025 | Present |
1.Chase Young, 3000 Executive Parkway, Suite 400, San Ramon, CA Category: Insurance Investment-Related: Yes Title: Agent Duties: Offer Accident, Health, Disability, Long-Term Care and Traditional Life Insurance; Fixed and Equity-Indexed Annuities Start Date: 6/2017 Hours per month: 10 Hours per month during trading hours: 10 2.DANA ESTATES NEIGHBORHOOD ALLIANCE POSITION: Board of Directors NATURE: Charitable organization. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2026 ADDRESS: 3950 Beechwood Dr, Concord CA 94519, United States DESCRIPTION: Organize volunteers, plan events, work in person at said events, vote on motions and issues.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-19 |
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