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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
31111 Agoura Road Suite 200, Westlake Village, CA 91361-4443 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Westlake Village | CA | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Westlake Village | CA | 01/2025 | Present |
1) NAME AND ADDRESS:MEL BANNON/CRUMP, 31111 AGOURA RD., STE 200, WESTLAKE VILLAGE, CA 91361 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: SALES PERSON DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, LIFE SETTLEMENTS, PREMIUM FINANCING AND TRADITIONAL LIFE INSURANCE PRODUCT START DATE: 9/91 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 2) NAME AND ADDRESS:MEL BANNON, TRUSTEE OF THE KATHRYNE BEYNON CHARITABLE TRUST 1111 ARROYO PARKWAY, SUITE 470 PASADENA, CA CATEGORY: BOARD OF DIRECTORS - NOT FOR PROFIT INVESTMENT-RELATED: NO TITLE: TRUSTEE DUTIES: REVIEW AND SELECT GRANT REQUESTS FOR DISTRIBUTIONS TO 501C3 CHARITIES SUPPORTING THE LOCAL COMMUNITY START DATE: 9/1/91 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 3) NAME AND ADDRESS:MEL BANNON, CO-TRUSTEE OF THE KATHRYNNE BEYNON FOUNDATION IRREVOCABLE TRUST U/A DATED 12/28/1967 PASADENA CA 91105 CATEGORY: FIDUCIARY FOR NON-IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED:YES TITLE: CO-TRUSTEE DUTIES: REVIEW AND SELECT GRANT REQUESTS FOR DISTRIBUTIONS TO 501C3 CHARITIES SUPPORTING THE LOCAL COMMUNITY START DATE:09/01/1991 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS:4
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-21 |
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