Kevin Joseph Mcdermott

Current Employers

Employment History

• 04/2005 → 11/2017
  Cuso Financial Services, Lp
  San Diego, CA
• 04/2005 → 11/2017
  Citadel Federal Credit Union
  Brookhaven, PA
• 11/2017 → 01/2025
  Lincoln Financial Advisors Corporation
  Exton, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Exton, PA

Previous Registrations

• 2017-11-02 → 2025-01-24
  Osaic Fa, Inc.
  Exton, PA
  Berwyn, PA
• 2005-05-02 → 2017-11-08
  Cuso Financial Services, L.P.
  Downington, PA
  Brookhaven, PA
  Malvern, PA
  Brookhaven, PA
  Brookhaven, PA
  West Chester, PA
  West Chester, PA
• 2002-05-28 → 2005-05-05
  Cuna Brokerage Services, Inc.
  Brookhaven, PA

Other Businesses

1) KEVIN MCDERMOTT 805 SPRINGDALE DRIVE EXTON, PA 19341 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: BROKER DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED INDEXED ANNUITIES, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE. START DATE: 11/14/2017 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) DELPHI WEALTH MANAGEMENT GROUP, LLC. 805 SPRINGDALE DRIVE EXTON, PA 19341 CATEGORY: LLC/ENTITY INVESTMENT RELATED: NO TITLE: CO-OWNER DUTIES: EXPENSE MANAGEMENT START DATE: 11/21/2017 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 3) APOLLO PROPERTY MANAGEMENT GROUP LLC 412 W ASHBRIDGE STREET WEST CHESTER, PA 19380 CATEGORY: REAL ESTATE MANAGEMENT /RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: CO-OWN AND RENT REAL ESTATE PROPERTY START DATE: 05/03/2019 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 4) DELPHI TAX MANAGEMENT GROUP LLC 860 ASTON MILLS ROAD ASTON, PA 19014 CATEGORY: ENTITY/LLC INVESTMENT RELATED: NO TITLE: CO-OWNER/PARTNER DUTIES: CO-OWNER OF A CPA/TAX PREPARATION PRACTICE START DATE: 02/15/2020 HOURS PER MONTH 5 HOURS PER MONTH DURING TRADING HOURS: 0 5) APOLLO 2 PROPERTY MANAGEMENT GROUP LLC 412 W ASHBRIDGE STREET WEST CHESTER PA 19380 CATEGORY: ENTITY/REAL ESTATE MANAGEMENT AND RENTAL INVESTMENT RELATED: YES TITLE: CO-OWNER DUTIES ENTITY OWNS AND RENTS SPACE WITHIN OFFICE BUILDING START DATE: 01/25/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 6) DELPHI INSURANCE MANAGEMENT GROUP LLC 805 SPRINDALE DRIVE EXTON PA 19341 CATEGORY: INSURANCE /ENTITY INVESTMENT RELATED: YES TITLE: 50 % CO-OWNER/PARTNER DUTIES: PROVIDE FIXED INSURANCE RELATED PRODUCTS: LIFE, HEALTH DISABILITY, LONG TERM CARE, MEDICARE SUPPLEMENT, P & C INSURANCE, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE. ENTITY ESTABLISHED FOR EXPENSE MANAGEMENT PURPOSES START DATE: 9/1/2021 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 FORM BR UPDATE: NO WEBSITE UPDATED ONTO FORM BR: NO

Exams

• S66 Uniform Combined State Law Examination
  2002-02-12
• S63 Uniform Securities Agent State Law Examination
  1989-08-04