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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-12 |
| KY | RA | APPROVED | 2025-01-24 |
| OH | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
7650 Rivers Edge Drive Suites 250, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Columbus | OH | 03/1988 | 01/2025 |
| Osaic Wealth, Inc. | Columbus | OH | 01/2025 | Present |
1) KENSINGTON WEALTH PARTNERS, LTD. 7650 RIVERS EDGE DRIVE SUITE 250 COLUMBUS, OH 43235 CATEGORY: INSURANCE/LEGAL ENTITY INVESTMENT-RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFERS DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE. START DATE: 09/01/2000 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) PAUL GYDOSH 7650 RIVERS EDGE DRIVE SUITE 250 COLUMBUS, OH 43235 CATEGORY: MEDIA INVESTMENT-RELATED: NO TITLE: AUTHOR DUTIES: CO-AUTHORED A BOOK "MASTERING YOUR FINANCIAL SUCCESS". START DATE: 10/14/2019 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3) KENSINGTON WEALTH PARTNERS, LTD 7650 RIVERS EDGE DRIVE SUITE 250 COLUMBUS, OH 43235 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED AND IMMEDIATE ANNUITIES. START DATE: 04/15/2021 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 3 4) BEAR CREEK AI, DBA NDTAI, LLC 22469 DARBY POTTERSBURG RD. MARYVILLE, OH 43040 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: CO-OWNER OF AI FIRM. START DATE: 8/15/24 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 5) RUSS COLLEGE OF ENGINEERING OHIO UNIVERSITY POSITION: volunteer head or chair NATURE: Volunteer role in an alma mater board/committee. The org is the Ohio University Russ College of Engineering. My role is volunteer head of the Board of Advancement. The other members are also volunteers except for the dean of the engineering college. Our mission is to help the dean develop the vision of the college. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/12/2025 ADDRESS: Stocker Hall, Athens OH 45701, United States DESCRIPTION: Please see above in #5. 6) HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Agent/FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: APG payout with Heritage Financial Consultants, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-11 |
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