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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-24
  • PA RA
    APPROVED
    Since 2025-01-24

Branch Locations

4972 Medical Center Cir, Allentown, PA 18106 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Allentown PA 05/2013 01/2025
Osaic Wealth, Inc. Allentown PA 01/2025 Present
  • 05/2013 → 01/2025
    Lincoln Financial Advisors Corporation
    Allentown, PA
  • 01/2025 → Present
    Allentown, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-29
  • S66 Uniform Combined State Law Examination
    2001-08-29

View on SEC IAPD

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