Andre Dawkins

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 03/2017
  Metlife Securities Inc
  Baltimore, MD
• 07/2016 → 08/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 08/2017
  Mml Investors Services, Llc
  Virginia Beach, VA
• 08/2017 → 01/2025
  Lincoln Financial Advisors Corporation
  Virginia Beach, VA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Virginia Beach, VA

Previous Registrations

• 2017-08-09 → 2025-01-24
  Osaic Fa, Inc.
  Virginia Beach, VA
• 2017-03-25 → 2017-08-16
  Mml Investors Services, Llc
  Virginia Beach, VA
• 2014-08-06 → 2017-03-25
  Msi Financial Services, Inc.
  Elkridge, MD
  Virginia Beach, VA
  Virginia Beach, VA
  Baltimore, MD
  Chesapeake, VA
  Baltimore, MD

Other Businesses

1) Andre Dawkins, One Columbus Center, STE 800, Virginia Beach VA Category: Insurance Investment Related: Yes Title: Agent Duties: offers accident insurance, health insurance, disability insurance, fixed annuities, traditional life insurance Start Date: 08/2017 Hours per Month: 5 Hours per Month during trading hours: 5 2) HUGO A. OWENS MIDDLE SCHOOL 1997 HORSEBACK RUN, CHESAPEAKE VA CATEGORY: SPORTS COACH INVESTMENT RELATED: NO TITLE: COACH DUTIES: COACH MIDDLE SCHOOL BASKETBALL TEAM START DATE: 11/2023 HOURS PER MONTH: 30 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S66 Uniform Combined State Law Examination
  2014-06-03
• S63 Uniform Securities Agent State Law Examination
  2013-10-29