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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
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
  • NC RA
    APPROVED
    Since 2025-05-12
  • FL RA
    APPROVED
    Since 2025-05-09
  • MD RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 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

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 Hunt Valley MD 11/1996 01/2025
Osaic Wealth, Inc. Hunt Valley MD 01/2025 Present
  • 11/1996 → 01/2025
    Lincoln Financial Advisors Corporation
    Hunt Valley, MD
  • 01/2025 → Present
    Hunt Valley, MD
Previous Registrations
  • 1998-08-12 → 2025-01-24
    Osaic Fa, Inc.
    Hunt Valley, MD
    Lutherville, MD
    Hunt Valley, MD
    Vienna, VA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-06-11
  • S66 Uniform Combined State Law Examination
    1998-06-11
Designations

View on SEC IAPD

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