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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | San Ramon | CA | 04/1984 | 01/2025 |
| Osaic Wealth, Inc. | San Mateo | CA | 01/2025 | Present |
1) INSURANCE - JEFF BETTER POSITION: Agent NATURE: Fixed annuities and LTC through Crump and Highland INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2010 ADDRESS: 1820 gateway Dr, 350, San Mateo CA 94404, United States DESCRIPTION: fixed annuities, life insurance and ltc through crump and highland 2) JEFF BETTER POSITION: Trustee NATURE: co-trustee of relatives living trust. to assist them if necessary with their affairs INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2013 ADDRESS: 1815 Willow Road, Hillsborough CA 94010, United States DESCRIPTION: assist aunt and uncle if necessary, and upon their death distribute trust assets to beneficiaries 3) OMEGA FOUNDATION, A 501(C)3 CHARITABLE ORGANIZATION POSITION: Board Member NATURE: To raise funds in support of charitable causes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2012 ADDRESS: 1815 Willow Rd, Hillsborough CA 94010, United States DESCRIPTION: Fundraising
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-03-16 |
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