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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
6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macy's | Mission Viejo | CA | 06/2017 | 09/2018 |
| Uc Riverside | Riverside | CA | 06/2018 | 06/2019 |
| Nasa | Pasadena | CA | 06/2019 | 09/2019 |
| Uc San Diego | La Jolla | CA | 01/2020 | 06/2021 |
| Lincoln Financial Advisors | San Ramon | CA | 04/2021 | 11/2021 |
| Lincoln Financial Advisors | San Ramon | CA | 12/2021 | 01/2025 |
| University High School | Irvine | CA | 09/2013 | 06/2017 |
| Uc Riverside | Riverside | CA | 09/2017 | 06/2019 |
| Uc San Diego | La Jolla | CA | 09/2019 | 06/2021 |
| Osaic Wealth, Inc. | San Ramon | CA | 01/2025 | Present |
1) Pacific Eng 3000 Executive Parkway, Ste. 400, San Ramon, CA 94583 Category: Insurance Investment Related: Yes Title: Agent Duties: Offer and service fixed insurance products such as fixed and indexed annuities, accident, disability, long-term care, and traditional life insurance. Start Date: 5/16/22 Hours per Month: 10 Hours per Month during trading hours: 10 Update Form BR: Yes Website Address: None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-02 |
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