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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

Irvine, CA • United States

100 Pacifica Suite 350, Irvine, CA 92618 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Irvine CA 10/2014 01/2025
Osaic Wealth, Inc. Irvine CA 01/2025 Present
  • 10/2014 → 01/2025
    Lincoln Financial Advisors
    Irvine, CA
  • 01/2025 → Present
    Irvine, CA
Previous Registrations
  • 2015-01-26 → 2025-01-24
    Osaic Fa, Inc.
    Irvine, CA
    Irvine, CA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-20
  • S66 Uniform Combined State Law Examination
    2015-01-20

View on SEC IAPD

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