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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 |
| NV | RA | APPROVED | 2025-01-24 |
Branch Locations
2105 S. Bascom Avenue Suite 300, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Reno | NV | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Reno | NV | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-07 |
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