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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-01-24 |
Branch Locations
1164 Bishop Street Suite 923, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Honolulo | HI | 12/2014 | 01/2025 |
| Osaic Wealth, Inc. | Honolulu | HI | 01/2025 | Present |
1) JAMIE LUMSDEN 1164 BISHOP STREET SUITE 923 HONOLULU, HAWAII 96813 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, EQUITY INDEXED ANNUITIES, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: 04/03/2015 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS:5 2) JAMIE LUMSDEN POSITION: agent NATURE: offering accident and health insurance, disability insurance, Equity Indexed Annuities, fixed annuities, and traditional life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 04/05/2015 ADDRESS: 1164 Bishop Street 923, Honolulu HI 96813, United States DESCRIPTION: Offer above products/services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-03 |
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