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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
San Francisco, CA • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | San Francisco | CA | 01/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 01/2020 |
| Lincoln Financial Advisors | San Francisco | CA | 01/2020 | 01/2025 |
| Osaic Wealth, Inc. | San Francisco | CA | 01/2025 | Present |
1) SARAH HEEGAARD RUSH 44 MONTGOMERY STREET, SUITE 2950 SAN FRANCISCO, CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER TRADITIONAL LIFE INSURANCE, FIXED AND INDEXED ANNUITIES, LONG-TERM CARE INSURANCE START DATE: 1/2020 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) SARAH HEEGAARD RUSH, POA FAMILY POSITION: Self NATURE: Manage family finances INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/11/2012 ADDRESS: 1671 Dolores St., San Francisco CA 94110, United States DESCRIPTION: Manage family finances 3) INSURANCE POSITION: Agent NATURE: insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/17/2021 ADDRESS: 6101 Bollinger Canyon Road, Suite 225, San Ramon CA 94583, United States DESCRIPTION: sell brokered insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-18 |
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