Kathryn Virginia Broy

Current Employers

Employment History

• 06/2015 → 01/2025
  Lincoln Financial Advisors Corporation
  Boston, MA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Boston, MA

Previous Registrations

• 2015-07-16 → 2025-01-24
  Osaic Fa, Inc.
  Boston, MA
• 2013-11-19 → 2014-05-12
  Empowered Retirement, Inc.
  Roseland, NJ
• 2011-12-20 → 2013-12-31
  Trovena, Llc.
  Lincoln Park, NJ

Other Businesses

1) EZ-EV CHARGING LLC PO BOX 262 MARLBOROUGH MA 01752 CATEGORY: ENTITY/LLC INVESTMENT RELATED: NO TITLE: CO-OWNER DUTIES: CO-OWN ELECTRIC VEHICLE CHARGING STATION START DATE: 05/10/2024 HOURS PER MONTH: 12 HOURS PER MONTH DURING TRADING HOURS: 0 2) MASTHEAD PHOTOGRAPHY LLC POSITION: Manager, Co-owner NATURE: The business is an LLC, wholly owned by myself and my wife, Ophelia McGraw. Ophelia is a photographer and has been working on a coffee table book. She formed the LLC to run her photography business through. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2025 ADDRESS: 75 Matheson Drive, PO Box 262, Marlborough MA 01752, United States DESCRIPTION: I am the bookkeeper for the business. I also drive or ride with my wife on weekends to various photography shoot sites, and help her review and choose photos.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-06-30
• S66 Uniform Combined State Law Examination
  2011-10-20

Designations