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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
2200 Georgetowne Drive Suite 100, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Sewickley | PA | 07/2003 | 01/2025 |
| Osaic Wealth, Inc. | Sewickley | PA | 01/2025 | Present |
1) KEVIN TATAR 2200 GEORGETOWN DR. STE. 100 SEWICKLEY, PA 15143 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, SPIA, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE START DATE: 01/01/2009 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-03 |
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