Curtiss Lewis Deoliveira

Current Employers

Employment History

• 07/1991 → 01/2025
  Lincoln Financial Advisors Corporation
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Turlock, CA

Previous Registrations

• 1999-04-20 → 2025-01-24
  Osaic Fa, Inc.
  Fresno, CA
  Turlock, CA
  San Ramon, CA
  Turlock, CA

Other Businesses

1)WESTERN VALLEY INSURANCE ASSOCIATES, INC., 600 EAST MAIN STREET, SUITE 200, TURLOCK, CA 95380 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: SALES AND SERVICE OF TRADITIONAL LIFE, DISABILITY AND ACCIDENT/HEALTH INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS AND LONG TERM CARE INSURANCE. START DATE:9/1/2005 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 2)CURTISS L. DEOLIVEIRA, 600 E. MAIN STREET, SUITE 200 TURLOCK, CA 95380 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS AND TRADITIONAL LIFE INSURANCE. START DATE: 6/27/2007 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 3)CRUMP INSURANCE SERVICES POSITION: Agent NATURE: Additional Insurance brokerage including life, fixed annuities, disability, and long term care insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/15/1995 ADDRESS: 600 E. Main Street, Suite 200, Turlock CA 95380, United States DESCRIPTION: Sales and Servicing of insurance policies. All fixed life and annuities or disability and Long term care insurance. 4)WESTERN VALLEY INSURANCE ASSOCIATES, INC. POSITION: Agent NATURE: The agency provides auto, home, business, workers comp, health ins, life ins, etc. to business owners, families, and individuals. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/15/2007 ADDRESS: 600 E. Main Street, Suite 200, Turlock CA 95380, United States DESCRIPTION: Acting as an agent I will provide service and sales for fixed life, LTC, Disability, health ins, and fixed annuities. 5)WESTERN VALLEY INSURANCE ASSOCIATES, INC. POSITION: Agent NATURE: My Osaic Wealth, Inc. branch office is located inside a Property & Casualty Agency which I'm an employee of while being an OWI Broker & IAR of the RIA with OWI. I do outside insurance brokerage as an employee of Western Valley which includes Long Term Care Insurance, Fixed Annuities, Fixed UL and Life, and Disability Income insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/27/2007 ADDRESS: 600 E. Main Street, Suite 200, Turlock CA 95380, United States DESCRIPTION: Sales and Service of fixed annuities, fixed indexed annuities, fixed life insurance, disability income insurance, health insurance, and long-term care insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-02
• S63 Uniform Securities Agent State Law Examination
  1991-12-18

Designations