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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-09 |
| MD | RA | APPROVED | 2025-01-24 |
| SC | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
8684 Veterans Highway Suite 202, Millersville, MD 21108 • United States
Six Mile, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Millersville | MD | 03/1997 | 01/2025 |
| Osaic Wealth, Inc. | Millersville | MD | 01/2025 | Present |
1) TBD, LLC 8684 VETERANS HWY SUITE 202 MILLERSVILLE, MD 21108 CATEGORY: LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: OWN ENTITY FOR WAREHOUSING AND PROPERTY PURCHASES. START DATE: 01/2015 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) EDGESTONE, LLC 121 EDGESTONE WAY SIX MILE, SC 29682 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY CREATED TO PAY EXPENSES START DATE: 01/2015 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3) STONEBRIDGE ADVISORS 8684 VETERANS HWY SUITE 202 MILLERSVILLE, MD 21108 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE. START DATE: 01/2017 HOURS PER MONTH: 60 HOURS PER MONTH DURING TRADING HOURS: 60
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-08-07 |
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