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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
| GA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Austin | TX | 07/2007 | 01/2025 |
| Self-Employed | Statesboro/Athens | GA | 12/2005 | Present |
| Osaic Wealth, Inc. | Norcross | GA | 01/2025 | Present |
1) JOHN DOVER/CRUMP, LLP 9701 MURMURING CREEK DR AUSTIN, TX, 78736 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE START DATE: 06/2011 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-05 |
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