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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-24 |
Branch Locations
900 Haddon Avenue Suite 432, Collingswood, NJ 08108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Collingswood | NJ | 06/1998 | 01/2025 |
| Lincoln National Life Insurance Co | Collingswood | NJ | 06/1998 | Present |
| Lincoln Financial Advisors Corp. | Collingswood | NJ | 09/1999 | 01/2025 |
| Osaic Wealth, Inc. | Collingswood | NJ | 01/2025 | Present |
1. JOHN MCCAUGHAN 900 HADDON AVENUE SUITE 432 COLLINGSWOOD, NJ CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 5/2018 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2. PRISCO FINANCIAL POSITION: Agent NATURE: Selling fixed insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/06/2016 ADDRESS: 900 Haddon Ave., Suite 432, Collingswood NJ 08108, United States DESCRIPTION: offering fixed and indexed annuities, disability insurance and traditional life insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-01-06 |
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