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

Branch Locations

2200 Georgetown Drive Suite 100, Sewickley, PA 15143 • United States

370 Southpointe Boulevard Suite 200, Canonsburg, PA 15317-8537 • 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. Pittsburgh PA 04/2000 01/2025
Osaic Wealth, Inc. Canonsburg PA 01/2025 Present
  • 04/2000 → 01/2025
    Lincoln Financial Advisors Corp.
    Pittsburgh, PA
  • 01/2025 → Present
    Canonsburg, PA
Previous Registrations
  • 2011-08-25 → 2025-01-24
    Osaic Fa, Inc.
    Canonsburg, PA
    Canonsburg, PA
Other Businesses

1)KEVIN D. TESTA/370 SOUTHPOINTE BLVD STE 200 CANONSBURG, PA 15317 CATEGORY:INSURANCE INVESTMENT-RELATED:YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG TERM CARE INSURANCE, PREMIUM FINANCING, TRADITIONAL LIFE INSURANCE START DATE:4/15/2000 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS:5

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-03-21
  • S63 Uniform Securities Agent State Law Examination
    1997-03-21
Designations

View on SEC IAPD

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