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Samuel Lucas Yengo

Osaic Wealth, Inc.

Irvine, 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

100 Pacifica Suite 350, Irvine, CA 92618 • 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
Lincoln Financial Group Philadelphia PA 05/2017 09/2018
University Of South Carolina - Student Columbia SC 08/2014 05/2018
Lincoln Financial Advisors Irvine PA 09/2018 01/2025
Osaic Wealth, Inc. Irvine CA 01/2025 Present
  • 05/2017 → 09/2018
    Lincoln Financial Group
    Philadelphia, PA
  • 08/2014 → 05/2018
    University Of South Carolina - Student
    Columbia, SC
  • 09/2018 → 01/2025
    Lincoln Financial Advisors
    Irvine, PA
  • 01/2025 → Present
    Irvine, CA
Previous Registrations
  • 2018-11-26 → 2025-01-24
    Osaic Fa, Inc.
    Radnor, PA
    Irvine, CA
    Irvine, CA
Other Businesses

1) SAMUEL YENGO 18400 VON KARMAN AVENUE, SUITE 400 IRVINE, CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER ACCIDENT, HEALTH, DISABILITY, AND TRADITIONAL LIFE INSURANCE; FIXED AND INDEXED ANNUITIES START DATE: 02/2020 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 5 2) SAMUEL YENGO COSTA MESA, CA CATEGORY: LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: S-CORP CREATED FOR EXPENSE AND ACCOUNTING PURPOSES. START DATE: 03/2021 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 3) DBA: CONTINUUM CONSULTING GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: 100 Pacifica, Suite 350 CA 92663, United States DESCRIPTION: Continuum Consulting Group is my "Doing business as" name, which I conduct my advisory services under. 4) SAMUEL YENGO, INSURANCE POSITION: Agent NATURE: Selling insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/10/2020 ADDRESS: 100 Pacifica, Suite 350, Irvine CA 92618, United States DESCRIPTION: Sell life insurance products 5) YENGO, S CORP CORPORATION POSITION: Owner NATURE: An S-Corp Entity for paying financial planning related expenses and for accounting purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 236 Catalina Drive, Newport Beach CA 92663, United States DESCRIPTION: The S-Corp entity will be used for paying financial planning related expenses and for accounting purpsoes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-20
  • S66 Uniform Combined State Law Examination
    2018-11-20
Other Names
  • Luke Yengo

View on SEC IAPD

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