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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
1820 Gateway Drive Suite 350, San Mateo, CA 94404 • 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 | Fort Wayne | IN | 02/1978 | 01/2025 |
| Osaic Wealth, Inc. | San Mateo | CA | 01/2025 | Present |
1) OSAIC WEALTH POSITION: Advisor NATURE: Fixed annuities through Osaic and or Crump. All business run through Osaic Wealth broker dealer. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2005 ADDRESS: 1820 Gateway Drive, Suite 350, San Mateo CA 94404, United States DESCRIPTION: offer fixed annuity products through Osaic Wealth and Crump where appropriate to new and existing clients. 2) PETER MORRIS POSITION: Owner NATURE: personal rental investment property. No investment or securities involved in any way. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1986 ADDRESS: 1015 Lakeview Way, Suite 350, Emerald Hills CA 94062, United States DESCRIPTION: involved in renting and maintaining the property
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-31 |
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