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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 | 2025-01-24 |
Branch Locations
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 | 10/2018 | 01/2025 |
| Showpad | Portland | OR | 10/2017 | 07/2018 |
| Unemployed | Portland | OR | 07/2018 | 10/2018 |
| Kell's Irish Pub | Portland | OR | 06/2017 | 10/2017 |
| Lewis & Clark College | Portland | OR | 08/2013 | 05/2017 |
| Osaic Wealth, Inc. | Irvine | CA | 01/2025 | Present |
1) NICHOLAS LOCKWOOD 17400 LAGUNA CANYON ROAD, SUITE 125 IRVINE, CA 92603 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES, ACCIDENT, HEALTH, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 10/14/19 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) FREE THE HALOS, 662 PRICKLY PEAR WAY, CA 92694 CATEGORY: RETAIL INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ONLINE MERCHANDISE COMPANY. START DATE: 3/25/24 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 0 3) MONEY MADE SIMPLE WITH OAKWOOD WEALTH PARTNERS POSITION: Podcast host NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 12/01/2025 ADDRESS: 17400 Laguna Canyon Rd, Ste 125, Irvine CA 92618, United States DESCRIPTION: Podcast host
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-11 |
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