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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-04 |
| CA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | San Ramon | CA | 11/1986 | 01/2025 |
| Osaic Wealth, Inc. | San Ramon | CA | 01/2025 | Present |
1)RAYMOND JUNG, 9224 PLACER BULLION AVE LAS VEGAS NV 89178 CATEGORY: RENTAL PROPERTY INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OWN RENTAL PROPERTY NEVADA START DATE: 10/22/09 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 2)RAYMOND JUNG AND CATHERINE LOW, 9333 INDIAN CANE AV., LAS VEGAS, NV CATEGORY:REAL ESTATE MANAGEMENT, RENTALS, OR DEVELOPMENT, INVESTMENT-RELATED TITLE: OWNER DUTIES: OFFERING PERSONAL PROPERTY FOR RENTAL. START DATE: 01/15/11 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3) RAYMOND JUNG AND CATHERINE LOW POSITION: Owner NATURE: personal rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/15/1989 ADDRESS: 73 Chancellor Ct, Alamo CA 94507, United States DESCRIPTION: collect rent 4) RAYMOND JUNG POSITION: Agent NATURE: fixed annuity, non variable life insurance, health insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/1987 ADDRESS: 6101 Bollinger Canyon Rd, #225, San Ramon CA 94583, United States DESCRIPTION: Sell insurance 5) RAYMOND JUNG AND CATHERINE LOW FAMILY TRUST POSITION: Partner - General NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2010 ADDRESS: 73 Chancellor Ct, Alamo CA 94507, United States DESCRIPTION: collect rent once purchased. 6) RAYMOND JUNG AND CATHERINE LOW LIVING TRUST POSITION: Owner NATURE: rental property....single family INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2009 ADDRESS: 73 Chancellor Ct, Alamo CA 94507, United States DESCRIPTION: collect rent 7) RAYMOND JUNG, TRUSTEE OF RAYMOND JUNG AND CATHERINE LOW FAMILY TRUST DATED 5/6/1999 POSITION: Trustee NATURE: My personal revocable living trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/06/1999 ADDRESS: 73 Chancellor Ct, Alamo CA 94507, United States DESCRIPTION: rental properties and personal properties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-12-15 |
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