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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Irvine | CA | 09/2005 | 01/2025 |
| Osaic Wealth, Inc. | Irvine | CA | 01/2025 | Present |
1. JEROME L. SCHMITT, 18400 VON KARMAN AV., STE. 400, IRVINE, CA 92612. CATEGORY: INSURANCE. TITLE: AGENT. DUTIES: OFFERING DISABILITY AND TRADITIONAL LIFE INSURANCE. START DATE: 09/12/05. INVESTMENT-RELATED: YES. HOURS PER MONTH: 20. HOURS PER MONTH DURING TRADING HOURS: 20. 2. NEWPORT HILLS COMMUNITY ASSOCIATION POSITION: Board Member NATURE: Corporation. HOA for my primary residence. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2025 ADDRESS: 1900 Port Carlow Place, Newport Beach CA 92660, United States DESCRIPTION: The association has a management company that handles all the work. The job entails attending monthly meetings and may involve voting yes/no on proposed changes to the association's policies or approving vendors, such as those for common area maintenance. 3. JEROME SCHMITT POWER OF ATTORNEY FOR MY KIDS KAYLA, KELSEY AND RYAN POSITION: Other (please explain) Power of Attorney NATURE: Act as Power of Attorney for my kids, and wife investment accounts at Charles Schwab. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2013 ADDRESS: 18400 Von Karman Avenue, Suite 400, Irvine CA 92612, United States DESCRIPTION: Act as Power of Attorney for my kids (Kayla, Kelsey and Ryan) and wife Kristi investment accounts at Charles Schwab. 4. CONTINUUM CONSULTING GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2026 ADDRESS: 100 Pacifica - 350, Irvine CA 92618, United States DESCRIPTION: Acquire and maintain client relationships. Same duties as using Osaic Wealth, Inc....Osaic Wealth, Inc still broker/dealer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-25 |
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