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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 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
San Francisco, CA • United States
1820 Gateway Drive Suite 350, San Mateo, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doordash | San Mateo | CA | 05/2016 | 04/2021 |
| Lincoln Financial Advisors Corporation | San Mateo | CA | 07/2018 | 01/2025 |
| Osaic Wealth, Inc. | San Mateo | CA | 01/2025 | Present |
1. RYAN LOWENSTEIN POSITION: Agent NATURE: Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2025 ADDRESS: 1820 Gateway Drive Suite 350, San Mateo CA 94404, United States DESCRIPTION: Sell Fixed Annuities 2. MIDTWN POSITION: DJ NATURE: DJing/performing at bars and events in San Francisco. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2025 ADDRESS: 2395 26th Ave #11, San Francisco CA 94116, United States DESCRIPTION: I play songs of my choosing at bars or friends houses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-31 |
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