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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Irvine | CA | 10/2014 | 01/2025 |
| Osaic Wealth, Inc. | Irvine | CA | 01/2025 | Present |
1) DAVID TEPER/CONTINUUM CONSULTING GROUP POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes HOURS PER MONTH: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/15/2014 ADDRESS: 18400 Von Karman Avenue, Suite 450, Irvine, CA 92612 DESCRIPTION: Offering Fixed Insurance, Fixed Annuities, Equity Indexed Annuities and traditional life insurance. 2) JACOB RENTALS POSITION: Sole Proprietor/Owner NATURE: Real Estate/ Rental INVESTMENT RELATED: Yes HOURS PER MONTH: 1 SECURITIES TRADING HOURS: 0 START DATE: 2/14/2015 ADDRESS: La Quinta, CA 92253 DESCRIPTION: Real Estate Rental 3) ANTONIO DOMINGUEZ POSITION: Agent NATURE: Life Settlements INVESTMENT RELATED: Yes HOURS PER MONTH: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/2017 ADDRESS: 18400 Von Karman Ave, Suite 450, Irvine, CA DESCRIPTION: Assist clients with life settlements 4) DAVID TEPER/CONTINUUM CONSULTING GROUP POSITION: Agent NATURE: Selling Term and Permanent Insurance as well as Fixed annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/02/2015 ADDRESS: 18400 Von Karman Ave., Irvine CA 92612, United States DESCRIPTION: I will be offering my clients life insurance products as well as Fixed annuities. 5) CONTINUUM CONSULTING GROUP POSITION: Financial Planner NATURE: Financial Planning Practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/02/2015 ADDRESS: 18400 Von Karmen Ave, Suite 450, Irvine CA 92612, United States DESCRIPTION: Financial Planner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-20 |
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