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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-10 |
| IN | RA | APPROVED | 2025-01-24 |
Branch Locations
Fort Wayne, IN • United States
927 South Harrison St. Suite 303, Fort Wayne, IN 46802 • United States
1 disclosure category 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 | Fort Wayne | IN | 07/2000 | 01/2025 |
| Osaic Wealth, Inc. | Carmel | IN | 01/2025 | Present |
1) MCMILLAN PARKS DEPARTMENT, FORT WAYNE CATEGORY: SPORTS OFFICE INVESTMENT-RELATED: NO TITLE: REFEREE AND COACH YOUTH HOCKEY DUTIES: REFEREE AND COACH START DATE: 1/09 HOURS PER MONTH: 8 HOURS PER MONTH DURING TRADING HOURS: 0 2) RANDY CHIN, 927 S HARRISON ST, SUITE 300 FORT WAYNE, IN 46802 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED/INDEXED ANNUITIES AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE: 1/2013 HOURS PER MONTH:10 HOURS PER MONTH DURING TRADING HOURS: 10 3) NAME AND ADDRESS: RANDY CHIN, NEW HAVEN, IN CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: COLLECT RENT AND MAINTAINS PROPERTY START DATE: 4/2015 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 0 4) RANDY CHIN 927 S HARRISON ST, SUITE 300 FORT WAYNE, IN 46802 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE GROUP PROTECTION INSURANCE PRODUCTS. START DATE: 01/01/2020 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 5) 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 Financials Consultants, LLC 6) HEARTLAND WEALTH ADVISORS POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/15/2017 ADDRESS: 8832 crestfield ct, fort wayne IN 46835, United States DESCRIPTION: payroll
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-26 |
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