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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
17400 Laguna Canyon Road Suite 125, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Irvine | CA | 06/2016 | Present |
| Nylife Securities, Llc | Irvine | CA | 12/2016 | Present |
| Futurefirst Financial & Insurance Services | Irvine | CA | 07/2018 | Present |
| Lincoln Financial Advisors | Irvine | CA | 12/2020 | 01/2025 |
| Osaic Wealth, Inc. | Irvine | CA | 01/2025 | Present |
1) MARIANNE EHLERS 18400 VON KARMAN AVE., IRVINE, CA 92612 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, ACCIDENT, HEALTH, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 12/01/20 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 2) MARIANNE EHLERS 212 S LA ESPERANZA SAN CLEMENTE, CA 92672 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OWN AND MAINTAIN RENTAL PROPERTY; COLLECT RENTAL INCOME. START DATE: 9/01/2021 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 3) HOLISTIC WEALTH MANAGEMENT LLC 17400 LAGUNA CANYON RD. STE. 125, IRVINE, CA 92618 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH BUSINESS EXPENSES ARE MANAGED. START DATE: 4/28/23 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 4) SCOPE INSTITUTE POSITION: Director of Education for Orange County and Los Angeles County NATURE: 501(c)3 Non-profit for educational events offered to business owners in Orange County, CA and Los Angeles County, CA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 04/15/2025 ADDRESS: 17400 Laguna Canyon Rd, Suite 125, Irvine CA 92618, United States DESCRIPTION: Lead as the financial planner to help educate business owners with various exit planning strategies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-31 |
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