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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mccarthy Wealth Management | Newport Beach | CA | 04/2004 | 03/2020 |
| Fsc Securities Corporation | Santa Ana | CA | 08/2009 | 04/2020 |
| Unemployed | Yorba Linda | CA | 04/2020 | 10/2020 |
| Lincoln Financial Advisors | Irvine | CA | 10/2020 | 01/2025 |
| Osaic Wealth, Inc. | Irvine | CA | 01/2025 | Present |
1) Christine Turner, 18400 Von Karman Ave, Suite 450, Irvine, CA Category: Insurance Investment-Related: Yes Title: Agent Duties: Offer Health, Disability, Long-Term Care, and Traditional Life Insurance; Fixed and Indexed Annuities Start Date: 7/2021 Hours per month: 5 Hours per month during trading hours: 5 Update Form BR: Yes Website: www.continuum-cg.com 2) LIFE & ANNUITY SALES POSITION: Agent NATURE: Insurance and annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/19/2021 ADDRESS: 18400 VON KARMAN AVENUE, SUITE 450, IRVINE CA 92612, United States DESCRIPTION: Insurance and annuity sales 3) CONTINUUM CONSULTING GROUP POSITION: Financial Planner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 10/28/2020 ADDRESS: 18400 Von Karman Ave, Suite 450, Irvine CA 92612, United States DESCRIPTION: Financial planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-30 |
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