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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-14 |
| CA | RA | APPROVED | 2025-01-24 |
| DC | RA | APPROVED | 2025-01-24 |
Branch Locations
2801 Pinole Valley Road Suite 204, Pinole, CA 94564 • United States
Islamorada, FL • United States
Washington, DC • United States
1820 Gateway Drive Suite 350, San Mateo, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Washington | DC | 01/2015 | 01/2025 |
| Osaic Wealth, Inc. | San Mateo | CA | 01/2025 | Present |
1) NAME AND ADDRESS: ROBIN STARR, 4101 ALBEMARIE STREET NW, #308, WASHINGTON, DC 20016 CATEGORY: INSURANCE. INVESTMENT-RELATED: YES. TITLE: AGENT. DUTIES: OFFERS ACCIDENT/HEALTH, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE: 7/2011. HOURS PER MONTH: 3. HOURS PER MONTH DURING TRADING HOURS: 3. 2) ALL NON-VARIABLE LIFE & INSURANCE SALES POSITION: Financial Planner NATURE: to include Fixed Annuities, non-Variable life insurance, and group/individual health plans INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 10/06/2008 ADDRESS: 1820 Gateway Drive Suite 350, San Mateo CA 94404, United States DESCRIPTION: deliver/discuss/implement/service fixed insurance products 3) CITYLINE AT TENLEY CONDOMINIUM ASSOCIATION POSITION: Board Member,Treasurer,President NATURE: Board of Directors: A five member Board of Directors consisting of unit owners iselected and charged with the governance of the condominium. The duties of the Boardinclude the establishment of annual capital and operating budgets; contracting with andmonitoring the work of the management company; ensuring the Building Managerperforms his/her duties; the establishment of rules, regulations, and committees; and themaintenance of insurance. (For specifics, see Articles III, IV, and V of the Bylaws.) Anannual meeting is held in February where the budget is presented and unit owners havean opportunity to provide input to the Board. The dates of the monthly meetings areposted on the bulletin board which is located across from the mailboxes. Residents areencouraged to attend and all condominium meetings. The Email addresses of Boardmembers are posted on the bulletin board. *Insurance in this case would be property/casualty insurance which I do not sell. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 02/20/2019 ADDRESS: 4101 Albemarle Street NW #308, Washington DC 20016, United States DESCRIPTION: Go to meetings, help make decisions about building projects (parking deck repair, solar panel installation, installation of green space) and building rules and management. Help set budget and make sure reserves are sufficient. Am working with another board member who will be the point person for our reserve account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-27 |
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