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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-20 |
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
8880 Cal Center Drive Suite 220, Sacramento, CA 95826-3229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 04/2014 | 09/2016 |
| Oneamerica Securities | El Dorado Hills | CA | 06/2018 | 05/2019 |
| American United Life | El Dorado Hils | CA | 05/2018 | 05/2019 |
| Lafayette Life Insurance | Cincinnati | OH | 09/2016 | 06/2018 |
| Allstate Insurance Company | Folsom | CA | 05/2019 | 05/2021 |
| Lincoln Financial Advisors Corporation | Sacramento | CA | 05/2021 | 01/2025 |
| Osaic Wealth, Inc. | Sacramento | CA | 01/2025 | Present |
1) RETIREMENT SECURITY CENTERS 8880 CAL CENTER DR. STE. 220 SACRAMENTO, CA 95826 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 05/03/2021 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) RETIREMENT SECURITY CENTERS 8880 CAL CENTER DR. STE. 200 SACRAMENTO, CA 95826 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: SALES MANAGER/AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL FIXED INSURANCE WHILE IN A SALES MANAGER ROLE. START DATE: 8/15/21 HOURS PER MONTH: 60 HOURS PER MONTH DURING TRADING HOURS: 60 3)DONALD CRAIG ROGERS 1545 UNDERWOOD AVE. COOS BAY, OR 97420 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OWN AND MAINTAIN RENTAL PROPERTY. START DATE: 3/29/24 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-14 |
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