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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
289 Clifford Drive, Lake Almanor, CA 96137 • United States
30 Landing Circle Suite 300, Chico, CA 95973 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interior Logic Company | Manteca | CA | 04/2021 | 10/2021 |
| Beazer Homes | Sacramento | CA | 03/2020 | 03/2021 |
| Lincoln Financial Advisors Corp | Chico | CA | 12/2021 | 01/2025 |
| Unemployed | Chico | CA | 10/2021 | 12/2021 |
| Student | Chico | CA | 01/2012 | 03/2020 |
| Osaic Wealth, Inc. | Chico | CA | 01/2025 | Present |
1) SALARIED ADVISOR POSITION: Salaried Advisor NATURE: I am a salaried advisor, so Jake Wilson pays me a salary. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/15/2023 ADDRESS: 30 Landing Circle, Suite 300, Chico CA 95973, United States DESCRIPTION: The same duties as an advisor although i am paid a salary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-12 |
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