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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_RES | 2025-01-24 |
Branch Locations
31111 Agoura Road Suite 200, Westlake Village, CA 91361-4443 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Westlake Village | CA | 02/2001 | 01/2025 |
| Osaic Wealth, Inc. | Westlake Village | CA | 01/2025 | Present |
1. SAGEMARK CONSULTING POSITION: Agent NATURE: To provide indexed annuities to clients if appropriate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2015 ADDRESS: 31111 Agoura Rd, Suite 200, Westlake Village CA 91361, United States DESCRIPTION: If I ever sell indexed annuities, I'll be the agent. 2. CATHEY PAINE POSITION: Actor/Writer NATURE: Writing and editing screenplays and books. Also film and tv acting.. I haven't sold anything, and I haven't acted in 40 years, but I would like to if the opportunity arises. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 2413 Kentia St, Oxnard CA 93036, United States DESCRIPTION: I write screenplays, books, and edit books. (none investment or securities related. Memoirs and non-fiction) I also want to go back to acting as a hobby.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-03-28 |
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