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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-24
IL RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • FL RA
    APPROVED
    Since 2025-01-24
  • IL RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

417 5Th Ave Suite 205, Indialantic, FL 32903 • United States

8755 West Higgins Road Suite 200, Chicago, IL 60631 • 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
OrganizationCityStateFromTo
Lincoln Financial Advisors Indialantic FL 10/2002 01/2025
Osaic Wealth, Inc. Chicago IL 01/2025 Present
  • 10/2002 → 01/2025
    Lincoln Financial Advisors
    Indialantic, FL
  • 01/2025 → Present
    Chicago, IL
Previous Registrations
  • 2003-01-06 → 2025-01-24
    Osaic Fa, Inc.
    Chicago, IL
    Chicago, IL
    Indialantic, FL
Other Businesses

1) ROSS J. MEITIN 8755 W HIGGINS RD, 2ND FL CHICAGO, IL 60631 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, DISABILITY, FIXED ANNUITY, EQUITY INDEXED ANNUITY, PREMIUM FINANCING AND TRADITIONAL LIFE PRODUCTS. START DATE: 06/22/09 HOURS PER MONTH: 120 HOURS PER MONTH DURING TRADING HOURS: 120 2) ZELLWOOD PROPERTIES LLC 1790 CANTERBURY DRIVE INDIALANTIC, FL 32903 CATEGORY: REAL ESTATE MANAGEMENT, RENTALS, OR DEVELOPMENT INVESTMENT-RELATED: YES TITLE: MANAGER DUTIES: MANAGING MEMBER OF FAMILY LLC WHICH OWNS RAW LAND, PAYS REAL ESTATE TAXES START DATE: 1/03 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3) ZELLWOOD FRUIT DISTRIBUTORS POSITION: Secretary NATURE: S Corporation owned by my mother. My father passed away in July 2025 and I am assisting her in managing the rental income. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2025 ADDRESS: 421 Montgomery Rd, Ste 141, ALTAMONTE SPRINGS FL 32714, United States DESCRIPTION: Help my mother with the accounting and paying real estate taxes 4) ROSS MEITIN POSITION: Self NATURE: Accident & Health Insurance Disability Insurance Fixed Annuities Health Savings Accounts Indexed Annuities Investment Advisory Services Traditional Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/22/2009 ADDRESS: 417 5th Ave, Ste 205, Indialantic FL 32903, United States DESCRIPTION: Help clients

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-12
  • S66 Uniform Combined State Law Examination
    2002-12-12

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