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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • MI RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

Beverly Hills, MI • United States

20505 W 12 Mile Rd, Southfield, MI 48076 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Southfield MI 06/2001 01/2025
Osaic Wealth, Inc. Southfield MI 01/2025 Present
  • 06/2001 → 01/2025
    Lincoln Financial Advisors
    Southfield, MI
  • 01/2025 → Present
    Southfield, MI
Previous Registrations
  • 2011-01-07 → 2025-01-24
    Osaic Fa, Inc.
    Southfield, MI
    Southfield, MI
    Southfield, MI
    Southfield, MI
Other Businesses

1) JOHN BUSSA 20505 W 12 MILE RD SOUTHFIELD, MI 48076 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED ANNUITIES, LIFE SETTLEMENTS, AND TRADITIONAL LIFE INSURANCE. START DATE: 8/01/01 HOURS PER MONTH: 50 HOURS PER MONTH DURING TRADING HOURS: 50 2) JOHN BUSSA 20505 W 12 MILE RD SOUTHFIELD, MI 48076 CATEGORY: EQUITY INDEXED ANNUITIES INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: WHEN APPROPRIATE I WILL USE THIS PRODUCT TO HELP CLIENTS MEET THEIR INVESTMENT OBJECTIVES. START DATE: 09/12/2011 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 01. 3) JOHN BUSSA 34 MOUNTIAN SIDE GRANBY, CO 80446 CATEGORY: REAL ESTATE RENTALS INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: RENTALS ARE ALL DONE THROUGH A RENTAL AGENCY. START DATE: 03/01/2008 HOURS PER MONTH: 00 HOURS PER MONTH DURING TRADING HOURS: 00 4) BFP MEDIA, LLC 20505 WEST TWELVE MILE SOUTHFIELD, MI 48076 CATEGORY: LEGAL ENTITY/CONSULTING INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH CONSULTING SERVICE IS OPERATED. START DATE: 1/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 5) BFP REAL ESTATE LLC 20505 W 12 MILE SOUTHFIELD, MI 48076 CATEGORY: REAL ESTATE RENTAL/LLC INVESTMENT RELATED: YES TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH RENTAL PROPERTY IS OWNED AND MANAGED. START DATE: 2/1/23 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 6) BFP FLA, LLC 18231 BEVERLY RD. BEVERLY HILLS, MI 48025 CATEGORY: REAL ESTATE RENTAL/LEGAL ENTITY INVESTMENT RELATED: YES TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH FL RENTAL PROPERTY IS OWNED AND MANAGED. START DATE: 1/1/25 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 7) HAPPY MOUNTAINSIDE LLC POSITION: Owner NATURE: Own a vacation condo that we rent when we are not using it. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2008 ADDRESS: 38 Mountainside, Granby CO 80446, United States DESCRIPTION: Rentals are all done through a rental agency. 8) BUSSA FINANCIAL PARTNERS LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/15/2012 ADDRESS: 20505 W 12 Mile, Southfield MI 48076, United States DESCRIPTION: Entity for tax and payroll.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-05
S66 Uniform Combined State Law Examination 2001-07-30
  • S65 Uniform Investment Adviser Law Examination
    2011-01-05
  • S66 Uniform Combined State Law Examination
    2001-07-30

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