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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-12 |
| FL | RA | APPROVED | 2025-05-09 |
| MD | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
4613 N University Drive Suite 568, Coral Springs, FL 33067 • United States
307 International Circle Suite 390, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Hunt Valley | MD | 11/1996 | 01/2025 |
| Osaic Wealth, Inc. | Hunt Valley | MD | 01/2025 | Present |
1) BRIAN HORN 307 INTERNATIONAL CIRCLE, SUITE 390 HUNT VALLEY, MD 21030 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED ANNUITIES, INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE. START DATE: 01/01/1997 HOURS PER MONTH: 5. HOURS PER MONTH DURING TRADING HOURS: 5. 2) BRIAN A HORN & ASSOCIATES 307 INTERNATIONAL CIRCLE, SUITE 390 HUNT VALLEY, MD 21030 CATEGORY: LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: SOLE PROPRIETOR DUTIES: ENTITY ESTABLISHED TO PAY BUSINESS RELATED EXPENSES START DATE: 02/2014 HOURS PER MONTH: 2. HOURS PER MONTH DURING TRADING HOURS: 0. 3) HERITAGE FINANCIAL CONSULTANTS, LLC 307 INTERNATIONAL CIRCLE, SUITE 390 HUNT VALLEY MD CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: CONSULT WITH OTHER PARTNERS ON USE OF HERITAGE FINANCIAL FUNDS START DATE: 08/2018 HOURS PER MONTH: 4. HOURS PER MONTH DURING TRADING HOURS: 2. 4) WASH X CAR WASH BALTIMORE MD CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: BUSINESS OWNER START DATE: 10/2022 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 5) INSURANCE OBA, BRIAN HORN POSITION: Agent NATURE: Sell Equity Index Annuities to clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: Sell Fixed Equity Index Annuities to clients 6) HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Partner - General NATURE: Growth of Business savings account INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 08/29/2018 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: consult with other Heritage Partners on use of funds
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-06-11 |
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