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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 | 2025-01-24 |
Branch Locations
4250 Executive Square Suite #700, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors, Inc | San Diego | CA | 01/2019 | 08/2019 |
| San Diego Padres | San Diego | CA | 06/2017 | 01/2019 |
| Lewis & Clark College | Portland | OR | 08/2013 | 05/2017 |
| Lewis & Clark College | Portland | OR | 06/2015 | 06/2017 |
| Lincoln Financial Advisors, Inc | La Jolla | CA | 08/2019 | 01/2025 |
| Osaic Wealth, Inc. | La Jolla | CA | 01/2025 | Present |
1. AKIRA ABDERRAHMAN POSITION: Agent NATURE: I intend to conduct non-variable insurance and non-variable annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/02/2020 ADDRESS: 4250 Executive Square, Suite 700, La Jolla CA 92037, United States DESCRIPTION: I intend to conduct non-variable insurance and non-variable annuity sales 2. ASSOCIATED MICROBREWERIES, LTD A CALIFORNIA LIMITED PARTNERSHIP ("AML") D.B.A. KARL STRAUSS BREWING COMPANY POSITION: Partner (but we are just share holders really) NATURE: This company is a Limited Partnership (LTD.) My wife and I inherited 3,000 class-a limited partnership units of this private company. We inherited it as community property from her Grandmother, and Uncle. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2022 ADDRESS: 5965 santa fe street, suite e, SAN DIEGO CA 92109-1623, United States DESCRIPTION: We have no duties with this company. I get invited once a year to attend the annual shareholders meeting, I have never attended. I receive an annual K1 tax form which we file with the rest of our taxes. We get no compensation for this investment, unless we sell our units, but there are no buyers currently.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-03 |
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