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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-08 |
| NC | RA | APPROVED | 2025-09-11 |
| NY | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
400 Meridian Centre Suite 110, Rochester, NY 14618 • United States
2 disclosure categories 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 | Rochester | NY | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Rochester | NY | 01/2025 | Present |
1) ROBERT J. WHITBECK 200 MERIDIAN CENTRE SUITE 150 ROCHESTER, NY 14618 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT/HEALTH, DISABILITY, FIXED ANNUITIES, INDEX ANNUITIES, FIXED LIFE SETTLEMENTS, FIXED LIFE PREMIUM FINANCING AND TRADITIONAL LIFE INSURANCE. START DATE: 5-1-1989 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-31 |
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