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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
31111 Agoura Road Suite 200, Westlake Village, CA 91361-4443 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Westlake Village | CA | 10/2011 | 01/2025 |
| Osaic Wealth, Inc. | Westlake Village | CA | 01/2025 | Present |
1)SCOTT GOLDSTEIN, 31111 AGOURA ROAD, SUITE 200, WESTLAKE VILLAGE, CA. 91361. INSURANCE, INVESTMENT RELATED, AGENT, OFFERING ACCIDENT/HEALTH, DISABILITY, FIXED ANNUITIES, EQUITY INDEX ANNUITIES AND TRADITIONAL INSURANCE. STARTED IN 2009 WORKING 20 HPM ALL DURING TRADING HOURS. 2)SCOTT GOLDSTEIN, 31111 AGOURA ROAD, SUITE #200, WESTLAKE VILLAGE, CA 91361 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT & HEALTH INSURANCE, DISABILITY INSURANCE, FIXED AND INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, AND TRADITIONAL LIFE INSURANCE START DATE: 11/11 HOURS PER MONTH: 32 HOURS PER MONTH DURING TRADING HOURS: 10 3)SCOTT GOLDSTEIN, 31111 AGOURA ROAD, # 200, WESTLAKE VILLAGE, CA 91361 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING LONG-TERM CARE INSURANCE START DATE: 1/1/13 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-24 |
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