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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
| MA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Waltham | MA | 08/2018 | 07/2021 |
| Smart Diabetes Solutions | San Diego | MA | 05/2015 | 08/2018 |
| Corrado Industrial | San Diego | CA | 01/2016 | 02/2017 |
| Lincoln Financial Advisors | Winter Springs | FL | 07/2021 | 01/2025 |
| Osaic Wealth, Inc. | Deltona | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-22 |
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