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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
Branch Locations
7380 Southwest 60Th Avenue Suite 1, Ocala, FL 34476 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ledzian & Associates | Ocala | FL | 08/1998 | Present |
| Lincoln Financial Securities | Ocala | FL | 07/2008 | 01/2025 |
| Osaic Wealth, Inc. | Ocala | FL | 01/2025 | Present |
1) LEDZIAN & ASSOCIATES, 7380 SW 60TH AVE SUITE 1, OCALA, FL 34476 Category: LEGAL ENTITY / INSURANCE Investment Related: YES Title: OWNER / AGENT Duties: OFFERS ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE Start Date: 03/01/1998 Hours per Month: 15 Hours per Month during trading hours: 5 2) KEVIN R. LEDZIAN (SOLE PROPRIETOR), 512 SE 3RD STREET, OCALA, FL 34471 Category: LEGAL ENTITY - INSTRUCTOR/TEACHER Investment Related: NO Title: SOLE PROPRIETOR / CHESS COACH Duties: CHESS COACH: TEACH THE GAME OF CHESS IN A STRUCTURED ENVIRONMENT. PRIVATE TUTORING FOR SCHOLASTIC AND ADULTS. Start Date: 07/11/11 Hours per Month: 8 Hours per Month during trading hours: 0 3) COMPREHENSIVE FINANCIAL ADVISORS LLC, 7380 SW 60TH AVE, SUITE 1 OCALA, FL 34476 CATEGORY: LLC / INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFER ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, EQUITY-INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE START DATE: 08/06/2014 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 16 4) BENCHMARK ANESTHESIA LLC - NW 18TH STREET, OCALA, FL 34482 CATEGORY: RETAIL INVESTMENT RELATED: NO TITLE: MANAGER DUTIES: MY DUTIES WILL BE LIMITED TO ENTERING DATA (INCOME AND EXPENSES) IN QUICKBOOKS. START DATE: 11/1/2024 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-06-06 |
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