Carol Lynn Knowlton-chirko

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-06-14

CA RA
APPROVED

Since 2024-06-14

Branch Locations

Corona, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Securities America, Inc.	Corona	CA	11/1994	06/2024
Cooper Mcmanus	Corona	CA	08/2012	03/2020
Securities America Advisors	Corona	CA	03/2020	06/2024
Osaic Wealth, Inc.	Corona	CA	06/2024	Present
Osaic Wealth, Inc.	Corona	CA	06/2024	Present

11/1994 → 06/2024

Securities America, Inc.

Corona, CA
08/2012 → 03/2020

Cooper Mcmanus

Corona, CA
03/2020 → 06/2024

Securities America Advisors

Corona, CA
06/2024 → Present

Osaic Wealth, Inc.

Corona, CA
06/2024 → Present

Osaic Wealth, Inc.

Corona, CA

Previous Registrations

2020-03-03 → 2024-06-14

Securities America Advisors, Inc.

Corona, CA
2012-08-13 → 2020-03-03

Cooper Mcmanus

Anaheim, CA

Corona, CA

Irvine, CA
1999-08-03 → 2012-10-19

Securities America Advisors, Inc.

Anaheim Hills, CA

Anaheim, CA

Other Businesses

KNOWLTON FINANCIAL POSITION: I am the advisor NATURE: Insurance/Variable Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/06/2022 ADDRESS: 1582 Beacon Ridge Way, Corona CA 92883 DESCRIPTION: Yes Variable Annuities

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-07-14
S63	Uniform Securities Agent State Law Examination	1993-12-15

S65 Uniform Investment Adviser Law Examination

1999-07-14
S63 Uniform Securities Agent State Law Examination

1993-12-15

Other Names

Carol Boyer
Carol Lynn Boyer
Carol Lynn Knowlton
Carol Lynn Knowlton
Carol Lynn Chirko
Carol Lynn Chirko
Carol Lynn Knowltron-Chirko

View on SEC IAPD