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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 |
Branch Locations
1820 Gateway Drive Suite 350, San Mateo, CA 94404 • United States
2801 Pinole Valley Road Suite 204, Pinole, CA 94564 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | San Mateo | CA | 01/2025 | Present |
| Lincoln Financial Advisors Corporation | San Mateo | CA | 12/1998 | 01/2025 |
1)JULIE L. VANTILBURG, 1510 FASHION ISLAND BLVD, SUITE 210, SAN MATEO, CA 94404 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT & HEALTH, LONG TERM CARE, TRADITIONAL LIFE INSURANCE, DISABILITY INCOME PRODUCTS, HEALTH SAVINGS ACCOUNTS AND FIXED ANNUITIES. START DATE: 1/1/1998 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 2)Pinole Valley Executive Suites, 2801 Pinole Valley Road, Pinole, CA Category: Real Estate Rental Investment -Related: Yes Title: Owner Duties: rents office and collects rent Start Date: 2/2016 Hours per month: 1 Hours per month during trading hours: 1
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-24 |
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