Best Investors Account Sign in

Dawn Lynn Green

Osaic Wealth, Inc.

Newark, DE

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-11
NC RA APPROVED 2025-09-11
DE RA APPROVED 2025-09-10
  • FL RA
    APPROVED
    Since 2025-09-11
  • NC RA
    APPROVED
    Since 2025-09-11
  • DE RA
    APPROVED
    Since 2025-09-10

Branch Locations

200 Continental Drive Suite 401, Newark, DE 19713 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Canaan Land Investments @ Berkshire Llc Odessa DE 02/2007 11/2024
Wilmington University New Castle DE 06/2010 Present
Wisdom Wealth And Winning Odessa DE 09/2012 01/2023
Signator Investors, Inc. Middletown DE 05/2016 11/2017
Pruco Securities, Llc. Middletown DE 11/2017 01/2023
Prudential Insurance Company Of America Middletown DE 11/2017 01/2023
Mml Investors Services, Llc Newark DE 01/2023 09/2025
Mass Mutual Insurance Company Newark DE 01/2023 09/2025
Osaic Wealth, Inc. Middletown DE 09/2025 Present
  • 02/2007 → 11/2024
    Canaan Land Investments @ Berkshire Llc
    Odessa, DE
  • 06/2010 → Present
    Wilmington University
    New Castle, DE
  • 09/2012 → 01/2023
    Wisdom Wealth And Winning
    Odessa, DE
  • 05/2016 → 11/2017
    Signator Investors, Inc.
    Middletown, DE
  • 11/2017 → 01/2023
    Middletown, DE
  • 11/2017 → 01/2023
    Prudential Insurance Company Of America
    Middletown, DE
  • 01/2023 → 09/2025
    Newark, DE
  • 01/2023 → 09/2025
    Mass Mutual Insurance Company
    Newark, DE
  • 09/2025 → Present
    Middletown, DE
Previous Registrations
Other Businesses

1) NAME: DAWN GREEN INV REL: Y ADD: 200 CONTINENTAL DRIVE, SUITE 101, NEWARK, DE 19713 NATURE: OUTSIDE INSURANCE POSITION: FINANCIAL PLANNER START DATE: 01/03/2023 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 4 DESCRIBE DUTIES: LIFE, DISABILITIES, LONG-TERM CARE AND FIXED ANNUITIES. 2) NAME: WISDOM WEALTH AND WINNING INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: BUSINESS ENTITY, LLC POSITION: OWNER START DATE: 01/03/2023 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 4 DESCRIBE DUTIES: OPERATING ENTITY FOR FINNANCIAL PLANNING BUSINESS. 3) NAME: DAWN GREEN INV REL: N ADD: 320 M DUPONT HIGHWAY, NEW CASTLE, DE 19720 NATURE: ADJUNCT PROFESSOR POSITION: ADJUNCT PROFESSOR START DATE: 01/03/2023 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 2 DESCRIBE DUTIES: TEACHING VARIOUS COURSES. 4) INSURANCE POSITION: Owner NATURE: Insurance through my DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 12/12/2012 ADDRESS: 119 Asbury Loop, Middletown DE 19709, United States DESCRIPTION: Provide insurance products: Term life insurance Permanent life insurance Fixed annuities 5) COLONIAL FINANCIAL OVERSIGHT COMMITTE POSITION: Committee Member NATURE: It is a school district INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 ADDRESS: 318 E Basin Road, New Castle DE 19720, United States DESCRIPTION: Review the school district financials 6) WILMINGTON UNIVERSITY POSITION: Adjunct Professor NATURE: It is an university. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2009 ADDRESS: 320 N Dupont Hwy, New Castle DE 19720, United States DESCRIPTION: Online instructor 7) WISDOM WEALTH AND WINNING POSITION: Owner NATURE: The business is structured as a LLC. Author, books and speaking engagements. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/12/2012 ADDRESS: 119 Asbury Loop, Middletown DE 19709, United States DESCRIPTION: This my DBA, I utilized insurance, planning and securities products for business. Speaking engagements on various topics. Books, author and interviews. 8) MDRT POSITION: Member NATURE: Association INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2026 ADDRESS: 325 West Touhy Avenue, Park Ridge IL 60068, United States DESCRIPTION: Member 9) HER MONEY HER CHOICE POSITION: Author NATURE: No structure. This is the book I published with my co-authors. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/16/2026 ADDRESS: 200 Continental Drive, Suite 401, Newark, DE DE 19713, United States DESCRIPTION: I wrote a book and do book signings and discussions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-20
S63 Uniform Securities Agent State Law Examination 2008-08-15
  • S65 Uniform Investment Adviser Law Examination
    2021-12-20
  • S63 Uniform Securities Agent State Law Examination
    2008-08-15
Other Names
  • Dawn Lynn Dickson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Newark, DE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor