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Brian Douglas Reynolds

Osaic Wealth, Inc.

Morrisville, NC

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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 2025-05-12
NC RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
  • FL RA
    APPROVED
    Since 2025-05-12
  • NC RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

430 Davis Drive Suite 110, Morrisville, NC 27560 • 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 Corp Morrisville NC 06/2000 01/2025
Osaic Wealth, Inc. Morrisville NC 01/2025 Present
  • 06/2000 → 01/2025
    Lincoln Financial Advisors Corp
    Morrisville, NC
  • 01/2025 → Present
    Morrisville, NC
Previous Registrations
  • 2004-12-03 → 2025-01-24
    Osaic Fa, Inc.
    Raleigh, NC
    Columbia, MD
    Morrisville, NC
    Morrisville, NC
    Richmond, VA
Other Businesses

1. BE THE RAINBOW FOUNDATION, APEX NC CATEGORY: BOARD OF DIRECTORS 1. INVESTMENT-RELATED: NO TITLE: BOARD MEMBER/OFFICER DUTIES: SHARE EXPERIENCES, DRIVE AWARENESS, SUPPORT ADMINISTRATION AND PROVIDE BIG PICTURE GUIDANCE ON THE NEEDS OF PEDIATRIC CANCER FAMILIES. START DATE: 06/2021 HOURS PER MONTH: 5 2. BRIAN REYNOLDS POSITION: Insurance Producer NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 05/31/2024 ADDRESS: 430 Davis Drive, Suite 110, Morrisville NC 27560, United States DESCRIPTION: i solicit insurance products for clients who need insurance products. 3. RIAR WEALTH POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 250 START DATE: 02/12/2024 ADDRESS: 430 Davis Drive, Suite 110, Morrisville NC 27560, United States DESCRIPTION: Run a comprehensive financial planning practice. Meetings with clients. Investment and Insurance recommendations. Service clients existing accounts.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-16
S63 Uniform Securities Agent State Law Examination 2000-02-02
  • S65 Uniform Investment Adviser Law Examination
    2004-11-16
  • S63 Uniform Securities Agent State Law Examination
    2000-02-02
Designations

View on SEC IAPD

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