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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-09 |
| KY | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
211 Grandview Drive Suite 230A, Fort Mitchell, KY 41017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Divinity Group | Fort Mitchell | KY | 05/2005 | Present |
| Lincoln Financial Securities Corporation | Fort Mitchell | KY | 07/2008 | 01/2025 |
| Osaic Wealth, Inc. | Fort Mitchell | KY | 01/2025 | Present |
1) LINDLOFF WEALTH ADVISORS 211 GRANDVIEW DRIVE STE 230 FT MITCHELL KY CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OFFERS ACCIDENT INSURANCE, HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 01/2023 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 40
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-25 |
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