Samantha Ann Balboni

Current Employers

Employment History

• 11/1995 → 01/2025
  Lincoln Financial Advisors Corporation
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA

Previous Registrations

• 2019-01-04 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA
  Sanramon, CA
  Fort Wayne, IN
  Fort Wayne, IN
  San Ramon, CA
  San Ramon, CA
  Walnut Creek, CA
  Fort Wayne, IN

Other Businesses

1) SAMANTHA A. BALBONI 3000 EXECTUIVE PKWY, SUITE 400 SAN RAMON, CA 94583 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: PROPOSE ACCIDENT AND HEALTH, DISABILITY, FIXED ANNUITY, TRADITIONAL LIFE AND LONG-TERM CARE INSURANCE PRODUCTS START DATE: 07/28/09 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) SAMANTHA BALBONI, 2172 YOUNGS COURT WALNUT CREEK, CA 94596 CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: MAINTAINS RENTAL PROPERTY START DATE: 1/2000 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 0 3) ROMANA WEALTH PARTNERS LLC 3000 EXECUTIVE PARKWAY, STE. 400, SAN RAMON, CA 94583 CATEGORY: INSURANCE/LEGAL ENTITY INVESTMENT RELATED: YES TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH FIXED INSURANCE PRODUCTS WILL BE OFFERED, MARKETED, AND SERVICED. PRODUCTS INCLUDE FIXED ANNUITIES, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 9/24/24 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 4) ELKS LODGE VETERAN'S CORIDINATOR VOLUNTEER JOB POSITION: Veteran's Cooridinator NATURE: The Elks are a non-profit and I am doing a volenteer job for them. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2025 ADDRESS: 1475 Creekside Dr, Walnut Creek CA 94596, United States DESCRIPTION: This program helps formally homeless vets who have recently secured housing furnish and make their place a home.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-22
• S63 Uniform Securities Agent State Law Examination
  1996-03-15

Other Names

• Samantha Ann Balboni