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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 |
Branch Locations
16909 Via De Santa Fe Suite 204 And 205, Rancho Santa Fe, CA 92067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Diego | CA | 12/2011 | 09/2017 |
| Lincoln Financial Advisors Corporation | Rancho Santa Fe | CA | 11/2017 | 01/2025 |
| Osaic Wealth, Inc. | Rancho Santa Fe | CA | 01/2025 | Present |
1. MYSELF POSITION: Co-Trustee NATURE: Co-Trustee of my father's living revocable trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/24/2025 ADDRESS: 16938 Hutchins Landing, 103, San Diego CA 92127, United States DESCRIPTION: Monitoring and assisting my father with his cash flow and investment decisions. 2. MYSELF POSITION: Co-Trustee NATURE: Co-Trustee of my father's living revocable trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/24/2025 ADDRESS: 15016 Avenida Venusto, 161, San Diego CA 92128, United States DESCRIPTION: Monitoring and assisting my father with his cash flow and investment decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-09 |
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