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Patricia Ann O'COnnor

Osaic Wealth, Inc.

Chicago, IL

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

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

Branch Locations

8755 West Higgins Road Suite 200, Chicago, IL 60631 • 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
New England Securities Chicago IL 06/2005 08/2017
Nelico/Rabjohns Financial Group Chicago IL 04/2005 08/2017
Metlife Securities Inc. Chicago IL 01/2015 08/2017
Mml Investors Services, Llc Chicago IL 03/2017 08/2017
Lincoln Financial Advisors Corporation Chicago IL 08/2017 01/2025
Osaic Wealth, Inc. Chicago IL 01/2025 Present
  • 06/2005 → 08/2017
    New England Securities
    Chicago, IL
  • 04/2005 → 08/2017
    Nelico/Rabjohns Financial Group
    Chicago, IL
  • 01/2015 → 08/2017
    Metlife Securities Inc.
    Chicago, IL
  • 03/2017 → 08/2017
    Chicago, IL
  • 08/2017 → 01/2025
    Lincoln Financial Advisors Corporation
    Chicago, IL
  • 01/2025 → Present
    Chicago, IL
Previous Registrations
  • 2017-08-31 → 2025-01-24
    Osaic Fa, Inc.
    Chicago, IL
    Chicago, IL
    Fort Wayne, IN
  • 2017-03-25 → 2017-09-05
    Chicago, IL
  • 2015-01-02 → 2017-03-25
    Msi Financial Services, Inc.
    Chicago, IL
    Chicago, IL
  • 2008-09-23 → 2015-01-02
    New England Securities
    Chicago, IL
    Northfield, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
Other Businesses

1) INDEPENDENT INSURANCE AGENT - DENTAL AND GROUP DISABILITY INCOME, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, MEDICARE RELATED PRODUCTS - FROM RESIDENTIAL ADDRESS - 0 SECURITY HOURS AND 1NON SECURITY HOURS - SINCE 11/2008

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-02-11
  • S63 Uniform Securities Agent State Law Examination
    2004-02-11
Designations
Other Names
  • Patricia Ann Birkland-O'COnnor

View on SEC IAPD

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