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Jeffrey Keith Ruffing

Osaic Wealth, Inc.

Monroeville, PA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

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

Branch Locations

4099 William Penn Highway Suite 710, Monroeville, PA 15146 • 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
Lincoln Financial Advisors Corporation Monroeville PA 11/2015 01/2025
Osaic Wealth, Inc. Monroeville PA 01/2025 Present
  • 11/2015 → 01/2025
    Lincoln Financial Advisors Corporation
    Monroeville, PA
  • 01/2025 → Present
    Monroeville, PA
Previous Registrations
  • 2015-11-20 → 2025-01-24
    Osaic Fa, Inc.
    Pittsburgh, PA
    Monroeville, PA
  • 2011-11-23 → 2015-11-25
    Msi Financial Services, Inc.
    Delmont, PA
  • 2003-07-16 → 2007-03-09
    Monroeville, PA
    Monroeville, PA
Other Businesses

1) JEFFREY K RUFFING 4099 WILLIAM PENN HIGHWAY SUITE 710 JONNET BUILDING MONROEVILLE, PA 15146 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, EQUITY-INDEXED ANNUITIES, FIXED ANNUITIES LIFE SETTLEMENTS AND TRADITIONAL LIFE INSURANCE. START DATE: 11/20/2015 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) MOSAIC EMPLOYEE BENEFITS 4099 WILLIAM PENN HIGHWAY SUITE 710 JONNET BUILDING MONROEVILLE, PA 15146 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, COMMISSION BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG TERM CARE INSURANCE, SERVICE FEE BASED GROUP BENEFITS, GROUP DENTAL INSURANCE, GROUP VISION INSURANCE, AND TRADITIONAL LIFE INSURANCE. START DATE: 11/30/2016 HOURS PER MONTH: 7 HOURS PER MONTH DURING TRADING HOURS: 4 3) RUFFING FINANCIAL SERVICES (RFS) LLC 4099 WILLIAM PENN HIGHWAY SUITE 710 MONROEVILLE PA 15146 CATEGORY: ENTITY/LLC INVESTMENT RELATED: N TITLE: SOLE OWNER /PRESIDENT DUTIES: ENTITY USED FOR BUSINESS EXPENSE MANAGEMENT PURPOSES START DATE: 05/01/2024 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-08
  • S66 Uniform Combined State Law Examination
    2011-11-08

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