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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-24 |
| CA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • United States
17015 N Scottsdale Road Suite 125, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Scottsdale | AZ | 05/2021 | 11/2021 |
| Northern Arizona University | Flagstaff | AZ | 08/2017 | 04/2021 |
| Assetmark Financial Holdings, Inc. | Concord | CA | 06/2020 | 08/2020 |
| Umigo Racing, Inc. | Livermore | CA | 11/2015 | 08/2019 |
| California High School/Iron Horse Middle School | San Ramon | CA | 11/2011 | 07/2017 |
| Lincoln Financial Advisors | Scottsdale | AZ | 12/2021 | 01/2025 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 01/2025 | Present |
1) JUSTIN FINDLEY POSITION: Agent NATURE: I intend to conduct non-variable insurance and non-variable annuity sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2022 ADDRESS: 17015 N Scottsdale Road, Suite 125, Scottsdale AZ 85255, United States DESCRIPTION: I intend to conduct non-variable insurance and non-variable annuity sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-29 |
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