Anthony James Mcdavid

Current Employers

Employment History

• 07/2016 → 01/2025
  Lincoln Financial Advisors Corporation
  Westlake, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Orange Village, OH

Previous Registrations

• 2016-07-08 → 2025-01-24
  Osaic Fa, Inc.
  Westlake, OH
  Orange Village, OH

Other Businesses

1. ANTHONY MCDAVID 2001 CROCKER RD SUITE 400 WESTLAKE, OH 44145 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: SALES PERSON DUTIES: OFFERS HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE. 2. MCDAVID ADVISING, LLC 313 REGATTA DR. AVON LAKE, OH 44012 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH BUSINESS EXPENSES ARE MANAGED FOR TAX PURPOSES. START DATE: 8/24/18 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 3. ANTHONY MCDAVID INDEPENDENT CONTRACTOR FIXED INSURANCE/ANNUITY SALES POSITION: Sales Person NATURE: Fixed Insurance/Annuities Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/05/2016 ADDRESS: 159 Crocker Park Blvd., Suite 400, Westlake OH 44145, United States DESCRIPTION: Fixed Insurance/Annuity Sales 4. FATHER SON TRADING CARDS LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2026 ADDRESS: 313 Regatta Drive, Avon Lake, OH, USA, Avon Lake OH 44012, United States DESCRIPTION: My son and I sell trading cards on EBAY.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-10-08