Thomas Paul Fejes

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-01-24
TX	RA	APPROVED_RES	2025-01-24

OH RA
APPROVED

Since 2025-01-24
TX RA
APPROVED_RES

Since 2025-01-24

Branch Locations

100 Park Avenue Suite 425, Orange Village, OH 44122-4242 • 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

Organization	City	State	From	To
Lincoln Financial Advisors	Orange Village	OH	07/2002	01/2025
Osaic Wealth, Inc.	Orange Village	OH	01/2025	Present

07/2002 → 01/2025

Lincoln Financial Advisors

Orange Village, OH
01/2025 → Present

Osaic Wealth, Inc.

Orange Village, OH

Previous Registrations

2002-09-12 → 2025-01-24

Osaic Fa, Inc.

Solon, OH

Orange Village, OH

Solon, OH

Other Businesses

1)THOMAS FEJES, 100 PARK AVENUE SUTIE 425 ORANGE VILLAGE, OH 44122 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT/HEALTH, DISABILITY, FIXED ANNUITIES, INDEX ANNUITIES AND TRADITIONAL LIFE INSURANCE. START DATE: 1-1-2006 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-02-28

S63 Uniform Securities Agent State Law Examination

2012-02-28

View on SEC IAPD