Richard Peter Rojeck

Current Employers

Employment History

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  La Jolla, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  La Jolla, CA

Previous Registrations

• 1997-12-19 → 2025-01-24
  Osaic Fa, Inc.
  Westlake Village, CA
  La Jolla, CA
  Westlake Village, CA
  Gardena, CA
  Anaheim, CA

Other Businesses

1) RICHARD ROJECK SAN DIEGO, CA CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: RENT COLLECTION, MARKETING, TENANT APPROVAL, PROPERTY MAINTENANCE- 5841 N. GRANITE REEF RD., SCOTTSDALE, AZ START DATE: 1/2019 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 1. 2) RICHARD ROJECK SAN DIEGO, CA CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OWNS AND RENTS RESIDENTIAL PROPERTY- 1010 W. 12TH AVENUE, ESCONDIDO, CA START DATE: 8/2008 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1. 3) RICHARD ROJECK 4250 EXECUTIVE SQUARE, SUITE 700 LA JOLLA, CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER ACCIDENT, DISABILITY, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE; FIXED AND INDEXED ANNUITIES; PREMIUM FINANCING; AND LIFE SETTLEMENTS START DATE: 9/1980 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1. WEBSITE: WWW.SAGEMARKPWS.COM 4) RICK ROJECK, 4250 EXECUTIVE SQUARE, SUITE 700, LA JOLLA, CA CATEGORY: MEDIA INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: BOOK SALES; PROMOTE BOOK VIA WEBSITE, PUBLIC SPEAKING START DATE: 9/2019 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5. 5) Trustee UDT 7/27/1982 known as the Richard P and Joji J Revocable Living Trust POSTION: Trustee NATURE: Holds and manages assets for the benefit of grantors and family INVESTMENT RELATED: Yes NUMBER OF HOURS 1 SECURITIES TRADING HOURS 0 START DATE 01/01/2017 DESCRIPTION: Customary trustee duties 6) Richard P. Rojeck trustee UDT 11/22/2000 known as George W. Rojeck Revocable Trust POSTION: Trustee NATURE: to hold and manage personal assets INVESTMENT RELATED: Yes NUMBER OF HOURS 1 SECURITIES TRADING HOURS 0 START DATE 01/01/2017 DESCRIPTION: limited trustee duties

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-12-21