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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
Lake Mathews, CA • United States
17400 Laguna Canyon Road Suite 125, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Irvine | CA | 04/2010 | 01/2025 |
| Osaic Wealth, Inc. | Irvine | CA | 01/2025 | Present |
1)MICHAEL KISH, LINCOLN FINANCIAL ADVISOR, OAKWOOD WEALTH PARTNERS, 17400 LAGUNA CANYON RD. STE. 125, IRVINE, CA 92618 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS, SUCH AS COMMISSION-BASED GROUP BENEFITS, FIXED AND INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, ACCIDENT, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 1/1/24 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2)MICHAEL KISH 16170 AMALFI DRIVE, LAKE MATHEWS, CA CATEGORY: REAL ESTATE SALES INVESTMENT-RELATED: YES TITLE: SALES PERSON DUTIES: RESIDENTIAL REAL ESTATE SALES. START DATE: 10/2016 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 3)MICHAEL KISH POSITION: Agent NATURE: Annuity and life insurance solutions INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/07/2021 ADDRESS: 17400 Laguna Canyon Rd, Ste. 125, Irvine CA 92618, United States DESCRIPTION: Service an existing client account as agent of record
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-25 |
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