Brian R Whitbeck

Osaic Wealth, Inc.

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Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-01-24
TX	RA	APPROVED	2025-01-24

NY RA
APPROVED

Since 2025-01-24
TX RA
APPROVED

Since 2025-01-24

Branch Locations

400 Meridian Centre Suite 110, Rochester, NY 14618 • 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
Lincoln Financial Advisors Corporation	Rochester	NY	02/2015	01/2025
Osaic Wealth, Inc.	Rochester	NY	01/2025	Present

02/2015 → 01/2025

Lincoln Financial Advisors Corporation

Rochester, NY
01/2025 → Present

Osaic Wealth, Inc.

Rochester, NY

Previous Registrations

2022-10-20 → 2025-01-24

Osaic Fa, Inc.

Rochester, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-10-13

S66 Uniform Combined State Law Examination

2022-10-13

Other Names

Brian Robert Whitbeck
Brian Whitbeck

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK

EDELMAN FINANCIAL ENGINES

RISE ADVISORS, LLC

UBS FINANCIAL SERVICES INC.

OAK CREST ADVISORY, LLC

Other Investors

THERESA CLARE KENYON

JAMES HAROLD HARMAN

GEORGIANN VALLEE COLLINS

NICHOLAS J TAGLIARINO

HEATHER LYNN LUCAS

CHAD ROBERT JACOB

JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY

COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY

NOVEM GROUP · ROCHESTER, NY

OSAIC WEALTH, INC. · ROCHESTER, NY

EDELMAN FINANCIAL ENGINES · ROCHESTER, NY

RISE ADVISORS, LLC · ROCHESTER, NY

UBS FINANCIAL SERVICES INC. · ROCHESTER, NY

MARINER · Rochester, NY

More in Rochester, NY

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