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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-20 |
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