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Boone Edward Lancaster

Osaic Wealth, Inc.

Nashville, TN

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-17
TN RA APPROVED 2018-11-02
  • TX RA
    APPROVED_RES
    Since 2023-10-17
  • TN RA
    APPROVED
    Since 2018-11-02

Branch Locations

104 Woodmont Blvd Suite 210, Nashville, TN 37205 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Jhfn Sii Nashville TN 09/2011 11/2018
Osaic Wealth, Inc. Nashville TN 11/2018 Present
  • 09/2011 → 11/2018
    Jhfn Sii
    Nashville, TN
  • 11/2018 → Present
    Nashville, TN
Previous Registrations
  • 2011-11-22 → 2018-11-02
    Signator Investors, Inc.
    Nashville, TN
  • 2007-11-20 → 2011-09-20
    Securian Financial Services, Inc.
    Brentwood, TN
Other Businesses

1. RENTAL PROPERTY POSITION: Sole Proprietor with Wife NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2024 ADDRESS: 3610 Doge Pl, Nashville TN 37204, United States DESCRIPTION: Rental Income, pay taxes,general maintenance?. 2, BOARD MEMBER - CALVARY YOUNG CHILDREN'S SCHOOL POSITION: Boardmember/Finance Chair NATURE: Calvary Young Children's School. Daycare and Pre-K INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 3701 Hillsboro Pike, Nashvile TN 37215, United States DESCRIPTION: Monthly Board meeting. Review Budget proposals, and approval of school projects (playground equipment etc.) No direct involvement with finances. No check writing authority or investment advice. 3. INNOVATIVE FINANCIAL GROUP - FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/02/2018 ADDRESS: 104 Woodmont Blvd Suite 210, Nashville TN 37205, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance. 4. INNOVATIVE FINANCIAL GROUP POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/02/2018 ADDRESS: 104 Woodmont Blvd Suite 210, Nashville TN 37205, United States DESCRIPTION: Sales/marketing of securities, investment advisory, and insurance products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-30
  • S66 Uniform Combined State Law Examination
    2007-10-30

View on SEC IAPD

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