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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-24 |
Branch Locations
211 Grandview Dr Suite 240, Fort Mitchell, KY 41017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Ft. Mitchell | KY | 08/2014 | 01/2025 |
| Osaic Wealth, Inc. | Fort Mitchell | KY | 01/2025 | Present |
1) THOROUGHBRED FINANCIAL 211 GRANDVIEW DRIVE, SUITE 240 FT. MITCHELL, KY 41017 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: MANAGER DUTIES: OFFERS DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE. START DATE: 09/2018 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-17 |
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