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Cody Richard Barner

Osaic Wealth, Inc.

La Jolla, CA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

4250 Executive Square Suite #700, La Jolla, CA 92037 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jersey Shore State Bank Lock Haven PA 06/2013 08/2017
Reliant Funding San Diego CA 09/2016 11/2016
Liberty Mutual Insurance Pittsburgh PA 06/2017 08/2017
Full-Time Education San Diego CA 08/2014 05/2018
Lincoln Financial Advisors San Diego CA 07/2017 08/2018
Lincoln Financial Advisors La Jolla CA 08/2018 01/2025
Osaic Wealth, Inc. La Jolla CA 01/2025 Present
  • 06/2013 → 08/2017
    Jersey Shore State Bank
    Lock Haven, PA
  • 09/2016 → 11/2016
    Reliant Funding
    San Diego, CA
  • 06/2017 → 08/2017
    Liberty Mutual Insurance
    Pittsburgh, PA
  • 08/2014 → 05/2018
    Full-Time Education
    San Diego, CA
  • 07/2017 → 08/2018
    Lincoln Financial Advisors
    San Diego, CA
  • 08/2018 → 01/2025
    Lincoln Financial Advisors
    La Jolla, CA
  • 01/2025 → Present
    La Jolla, CA
Previous Registrations
  • 2018-10-19 → 2025-01-24
    Osaic Fa, Inc.
    La Jolla, CA
    La Jolla, CA
    San Diego, CA
    La Jolla, CA
Other Businesses

1) CODY BARNER 2020 CAMINO DEL RIO NORTH SUITE 1020 SAN DIEGO, CA 92108 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS HEALTH INSURANCE, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE: 01/2019 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10. 2) CODY BARNER POSITION: Agent NATURE: I intend to conduct non variable insurance and non variable annuity sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/02/2019 ADDRESS: 4250 Executive Square, Suite 700, San Diego CA 92037, United States DESCRIPTION: I intend to conduct non variable and non variable annuity sales

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-18
  • S66 Uniform Combined State Law Examination
    2018-10-18

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