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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 |
| HI | 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
7060 N Fresno Street Suite 100, Fresno, CA 93720 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | San Ramon | CA | 09/2010 | 01/2025 |
| Osaic Wealth, Inc. | San Ramon | CA | 01/2025 | Present |
1. JORDAN H. MURRAY 3000 EXECUTIVE PARKWAY SUITE 400, PO BOX 5154 SAN RAMON, CA 94583 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, FIXED LIFE INSURANCE, LONG TERM CARE INSURANCE. START DATE: 11/01/2010 HOURS PER MONTH: 8 HOURS PER MONTH DURING TRADING HOURS: 8 2. FONG MURRAY LLC, 3000 EXECUTIVE PKWY., STE. 400, SAN RAMON, CA 94583 CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH PRACTICE IS MANAGED. START DATE: 12/01/2020 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3.MURRAY P & C POSITION: Owner NATURE: Insurance Agency - Specifically a JV / White Label Model INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 06/01/2026 ADDRESS: 6101 Bollinger Canyon Rod, San Ramon CA 94507, United States DESCRIPTION: This is in the early stages of planning, but I plan to offer homeowners, auto, and general liability insurance to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-14 |
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