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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-24
VA RA APPROVED 2025-01-24
  • MD RA
    APPROVED
    Since 2025-01-24
  • VA RA
    APPROVED
    Since 2025-01-24

Branch Locations

Bethesda, MD • United States

8219 Leesburg Pike Suite 200, Vienna, VA 22182 • 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 Corporation Vienna VA 07/2003 01/2025
Osaic Wealth, Inc. Vienna VA 01/2025 Present
  • 07/2003 → 01/2025
    Lincoln Financial Advisors Corporation
    Vienna, VA
  • 01/2025 → Present
    Vienna, VA
Previous Registrations
  • 2003-08-06 → 2025-01-24
    Osaic Fa, Inc.
    Vienna, VA
    Vienna, VA
Other Businesses

1) MARK C. BRONFMAN CONSULTING/MCB CONSULTING, LLC 8101 GLENMORE SPRING ROAD BETHESDA, MD 20817 CATEGORY: CONSULTING/LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: PROVIDE BUSINESS GROWTH CONSULTING TO BUSINESS CLIENTS IN AREAS OF BUSINESS STRATEGY, VALUE SHARING STRATEGY, COMMUNICATIONS, AND BUSINESS OPERATIONS.LLC IS ALSO USED TO HIRE AND PAY BUSINESS EXPENSES. START DATE: 01/01/2003 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 2) MARK BRONFMAN 8219 LEESBURG PIKE SUITE# 200 VIENNA,VA 22182 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, TRADITIONAL LIFE INSURANCE, LONG TERM CARE INSURANCE, FIXED/INDEXED ANNUITIES, AND FIXED LIFE SETTLEMENTS. START DATE: 01/01/2004 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 3) BOLD VALUE POSITION: Agent NATURE: Sale of fixed insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2004 ADDRESS: 8219 Leesburg Pike, Suite 200, Vienna VA 22182, United States DESCRIPTION: Sale of fixed insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-19
  • S66 Uniform Combined State Law Examination
    2003-06-19

View on SEC IAPD

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