Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-24
TN RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24
  • TN RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

Nashville, TN • United States

18400 Von Karman Avenue Suite 400, Irvine, CA 92612-5011 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Von Karman CA 04/2003 07/2022
Lincoln Financial Advisors Nashville TN 07/2022 01/2025
Osaic Wealth, Inc. Irvine CA 01/2025 Present
  • 04/2003 → 07/2022
    Lincoln Financial Advisors
    Von Karman, CA
  • 07/2022 → 01/2025
    Lincoln Financial Advisors
    Nashville, TN
  • 01/2025 → Present
    Irvine, CA
Previous Registrations
  • 2003-04-10 → 2025-01-24
    Osaic Fa, Inc.
    Irvine, CA
    Irvine, CA
    Nashville, TN
  • 2001-02-22 → 2003-04-04
    Prudential Equity Group, Llc
    Newport Beach, CA
Other Businesses

1) TRUSTEE FOR DEMARS FAMILY TRUST POSITION: Trustee NATURE: We have a Family Trust, my wife and I are co-trustees. My personal email is used to receive notifications from our bank. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2019 ADDRESS: 6611 Clearbrook Drive, Nashville TN 37025, United States DESCRIPTION: Receive compensation from Lincoln into our checking account and then pay bills.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-07-06
  • S66 Uniform Combined State Law Examination
    1998-07-06
Other Names
  • David Marshal Demars
  • David Marshall Demars
  • David Marshal Demars

View on SEC IAPD

More in Nashville, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor