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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-24
GA RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • FL RA
    APPROVED
    Since 2025-01-24
  • GA RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

Austin, TX • United States

Norcross, GA • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2007 → 01/2025
    Lincoln Financial Advisors Corporation
    Austin, TX
  • 12/2005 → Present
    Self-Employed
    Statesboro/Athens, GA
  • 01/2025 → Present
    Norcross, GA
Previous Registrations
  • 2014-03-19 → 2025-01-24
    Osaic Fa, Inc.
    Norcross, GA
    Norcross, GA
    Fort Wayne, IN
    Camilla, GA
    Austin, TX
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-07
S63 Uniform Securities Agent State Law Examination 2009-02-05
  • S65 Uniform Investment Adviser Law Examination
    2014-03-07
  • S63 Uniform Securities Agent State Law Examination
    2009-02-05
Designations
Other Names
  • Jay Dover

View on SEC IAPD

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