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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
4250 Executive Square Suite 700, La Jolla, CA 92037 • 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 | La Jolla | CA | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | La Jolla | CA | 01/2025 | Present |
1) LARRY MANUEL POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 1/1/2009 ADDRESS: 4250 Executive Square, #700, La Jolla, CA 92037 DESCRIPTION: Offers fixed annuities and traditional life insurance. 2)LARRY MANUAL POSITION: Owner NATURE: Real Estate Mgmt/Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 08/1995 ADDRESS: 4934 Via Cinta, San Diego, CA 92122 DESCRIPTION: Manage the supervision of owning rental properties. 4)LARRY MANUEL POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 20 START DATE: 12/2011 ADDRESS: 4250 Executive Square, #700, La Jolla, CA DESCRIPTION: Offers Disability, Long term care insurance, traditional life insurance; Fixed and indexed annuities; life settlements. 5) LKM BUSINESS CONSULTANTS, INC. POSITION: President NATURE: Legal Entity INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 7/2005 ADDRESS: 4250 Executive Square, Suite 700, La Jolla, CA DESCRIPTION: Entity used for business expenses and payroll. 6) SCOPE INSTITUTE POSITION: Director of Education for San Diego NATURE: 501(c)3 Non-profit foe educational events offered to business owners in San Diego, CA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 05/28/2025 ADDRESS: 4275 Executive Square, Suite 700, La Jolla CA 92037, United States DESCRIPTION: Lead as the Certified Business Exit Consultant to help educate business owners with various exit planning strategies. 7) Waipouli Beach Resort AOAO POSITION: Board Member NATURE: Condo Association INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2009 ADDRESS: 4250 Executive Square Suite 700, La Jolla, CA 92037 DESCRIPTION: Serve on the board and have meetings on various times of the year.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-01-08 |
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