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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
TX RA APPROVED_RES 2025-01-24
VA RA APPROVED 2025-01-24
  • MD RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24
  • VA RA
    APPROVED
    Since 2025-01-24

Branch Locations

8403 Colesville Road Suite 845, Silver Spring, MD 20910 • 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
Voya Financial Advisors Washington DC 09/2014 09/2019
Lincoln Financial Advisers Silver Spring MD 09/2019 Present
Osaic Wealth, Inc. Silver Spring MD 01/2025 Present
  • 09/2014 → 09/2019
    Voya Financial Advisors
    Washington, DC
  • 09/2019 → Present
    Lincoln Financial Advisers
    Silver Spring, MD
  • 01/2025 → Present
    Silver Spring, MD
Previous Registrations
  • 2019-10-21 → 2025-01-24
    Osaic Fa, Inc.
    Silver Spring, MD
    Vienna, VA
  • 2012-05-22 → 2019-10-29
    Washington, DC
    Washington, DC
    Tampa, FL
    Fairfax, VA
    Arlington, VA
    Potomac, MD
    Fairfax, VA
    Fairfax, VA
    Burke, VA
    Washington, DC
Other Businesses

1) JOHN A. HENDERSON III 8403 COLESVILLE ROAD, SUITE 845 SILVER SPRINGS, MD 20910 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, DISABILITY, EQUITY INDEXED ANNUITIES, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 8/26/2019 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 2 2) JOHN A. HENDERSON III VARIOUS LOCATIONS IN MARYLAND CATEGORY: SPORTS COACH OR OFFICIAL INVESTMENT RELATED: NO TITLE: REFEREE DUTIES: OFFICIATE SOCCER GAMES FOR COLLEGE, YOUTH, AND AMATEUR START DATE: 8/27/20109 HOURS PER MONTH: 100 HOURS PER YEAR HOURS PER MONTH DURING TRADING HOURS: 6 HOURS PER YEAR 3) JOHN A. HENDERSON III CHEVERLY, MD 20785 CATEGORY: RENTAL PROPERTY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: RENT PROPERTY START DATE: 8/26/2019 HOURS PER MONTH: LESS THAN 1 HOURS PER MONTH DURING TRADING HOURS: 0 4) JOHN A. HENDERSON III 2305 DREXEL STREET HYATTSVILLE, MD 20783 CATEGORY: BOARD OF DIRECTORS - NON PROFIT INVESTMENT RELATED: NO TITLE: BOARD MEMBER DUTIES: PROMOTE AND FOSTER SOCCER IN THE STATE OF MARYLAND START DATE: 8/27/2019 HOURS PER MONTH: .66 HOURS PER MONTH DURING TRADING HOURS: 0 5) BAILEY WEALTH ADVISORS POSITION: Financial Advisor NATURE: Doing Business as INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/01/2019 ADDRESS: 8403 Colesville Rd, Suite 845, SilverSpring MD 20910, United States DESCRIPTION: Financial Advisor 6) ARCHBISHOP CARROLL HIGH SCHOOL POSITION: Board Member,Treasurer NATURE: I will be the treasurer for the organization. I will work in conjunction with the CPA firm (Calibre CPA Group) to review budgets and financials. In addition I will provide investment guidance according to the organizations investment policy statement. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 6 START DATE: 11/01/2024 ADDRESS: 4300 Harewood Rd NE, WASHINGTON DC 20017, United States DESCRIPTION: I will be the treasurer for the organization. I will work in conjunction with the CPA firm (Calibre CPA Group) to review budgets and financials. In addition I will provide investment guidance according to the organizations investment policy statement. 7) BEYOND THE BLUEPRINT FOUNDATION POSITION: Board Member,Treasurer NATURE: I will be on the board as treasurer. The organization is non profit entity that focuses art to create safe, healing and empowering environments within shelters for domestic violence survivors, enhancing their overall well being and providing a supportive space for recovery. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 5617 Clermont Dr, Alexandria VA 22310, United States DESCRIPTION: Oversees the organizations finance and budget. Monitors financial health Present financial condition to the board

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-30
S63 Uniform Securities Agent State Law Examination 2011-06-30
  • S65 Uniform Investment Adviser Law Examination
    2012-03-30
  • S63 Uniform Securities Agent State Law Examination
    2011-06-30
Other Names
  • Henderson
  • John Adam Henderson

View on SEC IAPD

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