Sonia Kay Demoss

Current Employers

Employment History

• 12/2000 → 09/2020
  Lincoln Financial Advisors
  Cincinnati, OH
• 05/2020 → 01/2025
  Lincoln Financial Securities Corporation
  Fort Mitchell, KY
• 01/2025 → Present
  Osaic Wealth, Inc.
  Fort Mitchell, KY

Previous Registrations

• 2020-05-06 → 2025-01-24
  Osaic Fs, Inc.
  Fort Mitchell, KY
• 2003-10-30 → 2020-09-16
  Osaic Fa, Inc.
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

1. SONIA DEMOSS 211 GRANDVIEW DRIVE SUITE 230A FORT MITCHELL, KY 41017 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE. START DATE: 05/2020 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 1 2. LINDLOFF WEALTH ADVISORS, 211 GRANDVIEW DR, STE 230, FT MITCHELL KY CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT INSURANCE, HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 01/2023 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 40 3. SONIA DEMOSS POSITION: Owner NATURE: Purpose is to provide an affordable place for my daughter and grandchildren to live. I don't "make" money. If anything I lose money because the rent doesn't cover mortgage, utilities, insurance, taxes, etc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2022 ADDRESS: 61 Towanda Dr, Highland Heights KY 41076, United States DESCRIPTION: Make sure mortgage, taxes, insurance and all utilities are paid. Repairs are done in a timely manner and approve any updates. 4. SONIA DEMOSS POSITION: Agent NATURE: presentation and/or sale of various types of life and annuity products that may meet a client's need. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2009 ADDRESS: 211 Grandview Dr, Suite 230, Ft. Mitchell KY 41017, United States DESCRIPTION: possibly present and sell fixed or variable life and/or annuity products 5. GUARDIAN OF ADRIANNA MATTINGLY POSITION: Guardian NATURE: I am the court appointed guardian for Adrianna Mattingly (granddaughter). She lives with me full time and will continue to do so until her parents can prove they are responsible and capable of caring for her. They will have to prove to the court certain requirements (employed, drug free, living on their own, etc. for 2 years) before consideration is given for them to file for custody. INVESTMENT RELATED: No NUMBER OF HOURS: 720 SECURITIES TRADING HOURS: 0 START DATE: 12/18/2017 ADDRESS: 1407 Loveland Madeira Rd, #13, Loveland OH 45140, United States DESCRIPTION: Provide full time care (financial, emotional, physical) and decision making that is in the best interest of Adrianna. The same thing parents are supposed to do for their own children. 6. SONIA DEMOSS POSITION: Self NATURE: I will instruct group fitness cycling class. Purpose is to lead a healthy lifestyle and encourage others. Also, helps keep me sane sort of like therapy. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2022 ADDRESS: 467 Wards Corner Rd, Loveland OH 45140, United States DESCRIPTION: instruct cycling classes, bike set up for new participants 7. SUCCESSOR EXECUTRIX POSITION: Trustee NATURE: I am named as successor trustee in my parent's (Diane and Clarence Burns) estate planning documents. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/18/2017 ADDRESS: 61 Towanda Dr, Highland Heights KY 41076, United States DESCRIPTION: I will assist in settling my parent's estate at the second death.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-02-17

Other Names

• Sonia Kay Leap
• Sonia Kay Sandfoss
• Sonia Kay Sandfoss