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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
8880 Cal Center Drive Suite 220, Sacramento, CA 95826-3229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Sacramento | CA | 03/2014 | 01/2025 |
| Osaic Wealth, Inc. | Sacramento | CA | 01/2025 | Present |
1) PHILIP WOODLAND 8880 CAL CENTER DR. STE. 220 SACRAMENTO, CA 95826 CATEGORY: NOTARY PUBLIC INVESTMENT RELATED: NO TITLE: NOTARY PUBLIC DUTIES: NOTARIZE SIGNATURES AS NEEDED. START DATE: 07/10/2017 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 2. RETIREMENT SECURITY CENTERS LLC POSITION: Practice Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 03/17/2014 ADDRESS: 8880 Cal Center Dr, Ste 220, Sacramento CA 95826, United States DESCRIPTION: Analyst for financial planner Conduct Advisor Support and others for planner support Operations Application paperwork Review preparation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-16 |
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