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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 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
8684 Veterans Highway Suite 202, Millersville, MD 21108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Millersville | MD | 01/2007 | 01/2025 |
| Osaic Wealth, Inc. | Millersville | MD | 01/2025 | Present |
1) TBD, LLC 8684 VETERANS HWY, SUITE 202 MILLERSVILLE, MD 21108 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: OWN ENTITY FOR WAREHOUSING AND PROPERTY PURCHASES START DATE: 01/2015 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) DARREN SWEENEY/STONEBRIDGE ADVISORS, INC. 8684 VETERANS HIGHWAY, SUITE 202 MILLERSVILLE, MD CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 11/2017 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 3) INSURANCE OBA POSITION: Sales Person NATURE: Placement of Fixed Insurance, LTC, DI and Fixed Annuity products when the Lincoln channel is not adequate for the client's needs. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2017 ADDRESS: 8684 Veterans Highway, Suite 202, Millersville MD 21108, United States DESCRIPTION: Placement of Fixed Insurance, LTC, DI and Fixed Annuity products when the Lincoln channel is not adequate for the client's needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-14 |
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