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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 |
Branch Locations
80 Eureka Square Suite 132, Pacifica, CA 94044 • United States
44 Montgomery Street Suite 2950, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors- Michael J. Mccormack | San Francisco | CA | 02/2016 | 01/2025 |
| Osaic Wealth, Inc. | San Francisco | CA | 01/2025 | Present |
1) Connor McCormack/Old Mill Advisory Services, Pacifica, CA Category: Service Industry Investment-Related: No Title: Employee Duties: Provide administrative services Start Date: 4/2021 Hours per month: 10 Hours per month during trading hours: 10 2) CONNOR MCCORMACK 44 MONTGOMERY STREET SUITE 2950 SAN FRANCISCO, CA94101 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING HEALTH, DISABILITY, FIXED ANNUITIES, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 02/01/2025 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 3) CONNOR L. MCCORMACK POSITION: Agent NATURE: Life Insurance sales to provide estate liquidity and survivor income. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/25/2025 ADDRESS: 44 Montgomery Street, Suite 2950, San Francisco CA 94104, United States DESCRIPTION: Introduce and educate clients on the use of life insurance within their financial plan. Solicit and place both variable and fixed life products when appropriate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-24 |
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