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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 |
| OR | RA | APPROVED | 2025-01-24 |
Branch Locations
6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | San Ramon | CA | 07/1994 | 01/2025 |
| Osaic Wealth, Inc. | San Ramon | CA | 01/2025 | Present |
1) CHRISTOPHER MCCLURE, 3000 EXECUTIVE PARKWAY #400, SAN RAMON, CA 94583 CATEGORY: LIFE SETTLEMENTS INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: LIFE SETTLEMENT BUSINESS THROUGH APPROVED VENDORS START DATE: 3/14/13 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) PTMMCC LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 07/09/2024 ADDRESS: 6101 Bollinger Canyon Rd, Suite 225, San Ramon CA 94583, United States DESCRIPTION: owner of a Financial planning practice
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-11-17 |
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