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SAMANTHA ANN BALBONI
CRD#: 2711844
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 3000 EXECUTIVE PARKWAY
SUITE 400
SAN RAMON, CA 94583
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2025 - Present (<1 year)BOSAIC FA, INC. (CRD# 3978)1996 - 2025 (28 years)BTHE LINCOLN NATIONAL LIFE INSU... (CRD# 2580)1996 - 2006 (9 years)IAOSAIC FA, INC. (CRD# 3978)2019 - 2025 (6 years)
License(s)

State Registrations

B
Arizona 1/24/2025

B
Minnesota 1/24/2025

B
Arkansas 1/24/2025

B
Montana 1/24/2025

B
California 1/24/2025

B
Nevada 1/24/2025

IA
California 1/24/2025

B
New Mexico 1/24/2025

B
Colorado 1/24/2025

B
New York 1/24/2025

B
Delaware 1/24/2025

B
North Carolina 1/24/2025

B
Florida 1/24/2025

B
Ohio 1/24/2025

B
Georgia 1/24/2025

B
Oklahoma 1/24/2025

B
Hawaii 1/24/2025

B
Oregon 1/24/2025

B
Idaho 1/24/2025

B
Pennsylvania 1/24/2025

B
Illinois 1/24/2025

B
South Carolina 1/24/2025

B
Indiana 1/24/2025

B
Texas 1/24/2025

B
Maine 1/24/2025

B
Utah 1/24/2025

B
Maryland 1/24/2025

B
Virginia 1/24/2025

B
Massachusetts 1/24/2025

B
Washington 1/24/2025

B
Michigan 1/24/2025

B
Wisconsin 1/24/2025

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC WEALTH, INC. (CRD#:23131)
3000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Registered with this firm since 1/24/2025

B
OSAIC WEALTH, INC. (CRD#:23131)
3000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Registered with this firm since 1/24/2025

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/04/2019 - 01/24/2025 OSAIC FA, INC. (CRD#:3978) SAN RAMON, CA
B
04/16/1996 - 01/24/2025 OSAIC FA, INC. (CRD#:3978) SAN RAMON, CA
B
04/16/1996 - 03/31/2006 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) FORT WAYNE, IN
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.