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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
8219 Leesburg Pike Suite 200, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Vienna | VA | 07/2003 | 01/2025 |
| Osaic Wealth, Inc. | Vienna | VA | 01/2025 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-19 |
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