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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-02 |
| 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 |
|---|---|---|---|---|
| Billy's At The Beach | Newport Beach | CA | 01/2015 | 09/2016 |
| Lincoln Financial Advisors | Irvine | CA | 06/2016 | 11/2016 |
| Lincoln Financial Advisors Corporation | Irvine | CA | 11/2016 | 01/2025 |
| Osaic Wealth, Inc. | Irvine | CA | 01/2025 | Present |
1)KEVIN CAMPBELL 17400 LAGUNA CANYON ROAD, SUITE 125 IRVINE, CA 92603 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT & HEALTH INSURANCE, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 4/2017 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) CAMPBELL FINANCIAL PLANNING, LLC 159 MORRISTOWN LN, COSTA MESA, CA 92626 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH PRACTICE IS MANAGED FOR TAX PURPOSES. START DATE: 1/1/25 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-08 |
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