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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
44 Montgomery Street Suite 2950, San Francisco, CA 94104 • United States
1700 Soscol Avenue Suite 2, Napa, CA 94559 • United States
Napa, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Napa | CA | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Napa | CA | 01/2025 | Present |
1)STEWART J. VIETS 435 MONTE VISTA COURT NAPA, CA 94559 CATEGORY: OTHER INVESTMENT-RELATED: NO TITLE: JAZZ MUSICIAN DUTIES: JAZZ SAXOPHONE PERFORMANCE START DATE: 1/1/80 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 0 2)STEWART VIETS/FUSION WEALTH ADVISORS 1700 SOSCOL AVENUE SUITE 2 NAPA, CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT, SALES PERSON DUTIES: OFFER HEALTH, ACCIDENT, DISABILITY, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE START DATE: 5/2/1980 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-01-27 |
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