Kelly Joseph Malone

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2025-01-24

IN RA
APPROVED

Since 2025-01-24

Branch Locations

Santa Claus, IN • United States

400 Hill Drive, St. Meinrad, IN 47577 • 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

Organization	City	State	From	To
Indiana High School Athletic Association Inc (Ihsaa)	Indianapolis	IN	07/2015	Present
Lincoln Financial Advisors	Troy	IN	10/2015	01/2025
Osaic Wealth, Inc.	St. Meinrad	IN	01/2025	Present

07/2015 → Present

Indiana High School Athletic Association Inc (Ihsaa)

Indianapolis, IN
10/2015 → 01/2025

Lincoln Financial Advisors

Troy, IN
01/2025 → Present

Osaic Wealth, Inc.

St. Meinrad, IN

Previous Registrations

2015-10-08 → 2025-01-24

Osaic Fa, Inc.

St. Meinrad, IN
2014-12-02 → 2015-10-07

J.P. Morgan Securities Llc

Owensboro, KY
2012-07-30 → 2014-11-20

Edward Jones

Tell City, IN

St Louis, MO

Tell City, IN

Other Businesses

KELLY MALONE 400 HILL DR. ST. MEINRAD, IN 47577 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED ANNUITIES, ACCIDENT, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 10/01/2015 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-06-01

S66 Uniform Combined State Law Examination

2012-06-01

View on SEC IAPD