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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
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 |
|---|---|---|---|---|
| Lincoln Financial Advisors | San Ramon | CA | 05/2019 | 01/2025 |
| California State University, Long Beach | Long Beach | CA | 08/2018 | 05/2020 |
| Las Positas College | Livermore | CA | 01/2014 | 12/2017 |
| Umigo Racing Inc. | Livermore | CA | 02/2014 | 07/2018 |
| Lincoln Financial Advisors | San Ramon | CA | 11/2021 | 01/2025 |
| Osaic Wealth, Inc. | San Ramon | CA | 01/2025 | Present |
1. FREDERICK LEWIS POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2021 ADDRESS: 6101 Bollinger Canyon Rd., Suite 225, San Ramon CA 94583, United States DESCRIPTION: I intend to conduct non-variable insurance and non-variable annuity sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-20 |
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