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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-28 |
| CA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
695 Town Center Dr Suite 700, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of California, Berkeley | Berkeley | CA | 08/2013 | 09/2017 |
| Lincoln Financial Advisors, Inc | San Ramon | CA | 07/2016 | 01/2025 |
| Osaic Wealth, Inc. | Mission Viejo | CA | 01/2025 | Present |
1) GIBRAN LE 23826 SYCAMORE DR MISSION VIEJO CA 92691 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS ACCIDENT, DISABILITY, FIXED AND INDEXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 03/15/2019 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20. 2) GIBRAN LE FINANCIAL SERVICES LLC 23826 SYCAMORE DR MISSION VIEJO CA 02691 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH PRACTICE IS MANAGED FOR TAX PURPOSES. START DATE: 7/8/24 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 3) GIBRAN LE POSITION: Agent NATURE: I intend to conduct non-variable life and insurance sales. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/15/2019 ADDRESS: 3000 Executive Pkwy., Ste. 400, San Ramon CA 94583, United States DESCRIPTION: I intend to conduct non-variable life and annuity sales. 4) PRESIDENT OF GIBRAN LE FINANCIAL SERVICES LLC POSITION: President NATURE: It is for tax purposes. The LLC activities are the same as my IAR responsibilties through osaic fa. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/08/2024 ADDRESS: 23826 Sycamore Drive, Mission Viejo CA 92691, United States DESCRIPTION: I simply 1099 the corporation and pay myself a wage through the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-20 |
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