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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-18
NY RA APPROVED 2025-01-24
PA RA APPROVED 2025-01-24
  • FL RA
    APPROVED
    Since 2025-04-18
  • NY RA
    APPROVED
    Since 2025-01-24
  • PA RA
    APPROVED
    Since 2025-01-24

Branch Locations

6631 Main Street Suite 1, Williamsville, NY 14221 • 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
Pi-Mac Corporation Buffalo NY 03/1991 12/2021
Lincoln Financial Advisors Corp. Williamsville NY 08/2003 01/2025
Osaic Wealth, Inc. Williamsville NY 01/2025 Present
  • 03/1991 → 12/2021
    Pi-Mac Corporation
    Buffalo, NY
  • 08/2003 → 01/2025
    Lincoln Financial Advisors Corp.
    Williamsville, NY
  • 01/2025 → Present
    Williamsville, NY
Previous Registrations
  • 2020-03-03 → 2025-01-24
    Osaic Fa, Inc.
    Amherst, NY
    Williamsville, NY
Other Businesses

1) JAMES M. HONAKER CATEGORY:REAL ESTATE MGMT RENTALS INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: LANDLORD START DATE: 11-1-00 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 2) JAMES HONAKER CATEGORY: CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA) INVESTMENT-RELATED: YES TITLE: MANAGER DUTIES: PROVIDE FINANCIAL PLANNING SUPPORT FOR INDIVIDUALS IN THE MIDST OF A DIVORCE. START DATE: 10/01/2006 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 3) JAMES HONAKER 6631 MAIN STREET SUITE 1 WILLIAMSVILLE, NY 14221 CATEGORY: TEACHER INVESTMENT-RELATED: NO TITLE: TEACHER DUTIES: OCCASIONALLY I WILL SERVE AS AN INSTRUCTOR AN PRESENT AT VARIOUS LOCATIONS ON THE TOPIC OF COLLEGE PLANNING. START DATE: 8/01/2000 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 4) JAMES HONAKER 6631 MAIN STREET SUITE 1 WILLIAMSVILLE NEW YORK 14221 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT /OWNER DUTIES: OFFERING HEALTH INSURANCE, COMMISSION- BASED GROUP BENEFITS, DISABILITY, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, FIXED LIFE SETTLEMENTS, LONG TERM CARE INSURANCE, PROPERTY & CASUALTY INSURANCE, PREMIUM FINANCING, AND TRADITIONAL LIFE INSURANCE START DATE: 3/1/2002 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 5) 5923 SAND WEDGE LANE #1906 ASSOCIATES LLC 5923 SAND WEDGE LANE NAPLES, FL CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: MAINTAINS PROPERTY AND COLLECTS RENT START DATE: 9/2015 HOURS PER MONTH: 1 6) WEALTH OPTIMIZATION NETWORK LLC 6631 MAIN STREET STE 1 BUFFALO, NY 14221 CATEGORY: LLC/ENTITY INVESTMENT RELATED: NO TITLE: CO-OWNER DUTIES: ENTITY USED FOR EXPENSE MANAGEMENT PURPOSES START DATE: 07/15/2015 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 7) JAMES HONAKER 9102 CHULA VISTA STREET #11302 LLC/9102 CHULA VISTA STREET #11302 NAPLES FLORIDA 34113 CATEGORY: /LLC INVESTMENT RELATED: YES TITLE: SOLE OWNER DUTIES: SOLE OWNER/REAL ESTATE RENTAL START DATE: 8/30/2019 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1. 8) 6631 MAIN STREET PROPERTY MANAGEMENT LLC 6631 MAIN STREET WILLIAMSVILLE NY 14221 CATEGORY: LLC/REAL ESTATE MANAGEMENT/RENTAL INVESTMENT RELATED: YES TITLE: SOLE OWNER/LANDLORD DUTIES: LEASE SPACE/COLLECT RENT START DATE: 04/01/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 9) BRISTOL VILLAGE POSITION: Board Member NATURE: Senior Living Community INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2020 ADDRESS: 8455 Clarence Center Rd, Clarence Center NY 14032, United States DESCRIPTION: I am a board member. I initially took interest when my mother was in rehab and subsequently in critical care at a similar facility. I wanted to know more about the industry. I wanted to be able to communicate effectively, allowing me to advocate for my mother. 10.JAMES M. HONAKER POSITION: Board Member NATURE: Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2019 ADDRESS: 8455 Clarence Center Rd,, Buffalo NY 14032, United States DESCRIPTION: Board of Directors, Non-profit organization.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-04-15
  • S63 Uniform Securities Agent State Law Examination
    2002-04-15
Designations

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