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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
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 |
|---|---|---|---|---|
| Metlife Securities Inc | Walnut Creek | CA | 08/2011 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 06/2017 |
| Mml Investors Services, Llc | San Ramon | CA | 03/2017 | 06/2017 |
| Lincoln Financial Advisors Corporation | San Ramon | CA | 06/2017 | 01/2025 |
| Osaic Wealth, Inc. | San Ramon | CA | 01/2025 | Present |
Mike Devere, 3000 Executive Parkway, Suite 400, San Ramon, CA Category: Insurance Investment-Related: Yes Title: Agent Duties: Offer Accident, Health, Disability, Long-Term Care and Traditional Life Insurance; Fixed and Equity-Indexed Annuities Start Date: 6/2017 Hours per month: 8 Hours per month during trading hours: 8
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-02 |
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