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Phillip Clark Lovegrove

Osaic Wealth, Inc.

Worthington, OH

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-02
FL RA APPROVED 2023-11-03
OH RA APPROVED 2023-11-03
  • TX RA
    APPROVED
    Since 2024-01-02
  • FL RA
    APPROVED
    Since 2023-11-03
  • OH RA
    APPROVED
    Since 2023-11-03

Branch Locations

300 West Wilson Bridge Road Suite 320, Worthington, OH 43085 • 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
Fsc Securities Corp Atlanta GA 08/2016 11/2023
Osaic Wealth, Inc. Worthington OH 11/2023 Present
  • 08/2016 → 11/2023
    Fsc Securities Corp
    Atlanta, GA
  • 11/2023 → Present
    Worthington, OH
Previous Registrations
  • 2016-08-05 → 2023-11-03
    Fsc Securities Corporation
    Worthington, OH
  • 2009-07-30 → 2016-08-10
    Worthington, OH
    Columbus, OH
    Columbus, OH
    Worthington, OH
  • 2007-11-02 → 2009-08-14
    Marion, OH
    Marion, OH
    Columbus, OH
    Delaware, OH
    Marysville, OH
    Delaware, OH
    Columbus, OH
    Columbus, OH
    Marion, OH
    Marion, OH
    Pickerington, OH
    Columbus, OH
    Columbus, OH
Other Businesses

1. VORISEK POSITION: partner/agent NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/05/2016 ADDRESS: 300 WEST WILSON BRIDGE ROAD, SUITE 320 - A, WORTHINGTON OH 43085 DESCRIPTION: offer insurance products 2. PLANNER TWO LLC POSITION: President NATURE: Single Member LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2024 ADDRESS: 300 W Wilson Bridge Rd Suite 320, Worthington OH 43085, United States DESCRIPTION: Help administer payroll, office lease, and various other operational duties 3. GUARDIANSHIP FOR MATT LOVEGROVE POSITION: Guardian NATURE: Guardianship for my Dad, Matt Lovegrove INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/17/2024 ADDRESS: 300 W Wilson Bridge, Suite 320, Worthington OH 43085, United States DESCRIPTION: monitor his cash flow, pay bills, monitor portfolio 4.VORISEK FINANCIAL CORPORATION POSITION: Partner/Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/05/2016 ADDRESS: 300 West Wilson Bridge Road, Suite 3210, Worthington OH 43085, United States DESCRIPTION: DBA name for securities, insurance and advisory business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-10
  • S66 Uniform Combined State Law Examination
    2007-10-10
Designations
Other Names
  • Phillip Clark Lovegrove

View on SEC IAPD

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