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Robert Dexter Lackey

Osaic Wealth, Inc.

Germantown, TN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-01-19
TX RA APPROVED 2024-01-19
  • TN RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED
    Since 2024-01-19

Branch Locations

9056 Corporate Gardens Dr Suite 102, Germantown, TN 38138 • 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
Securian Financial Services Inc St Paul MN 01/2015 05/2017
Minnesota Life Insurance Co St Paul MN 01/2015 Present
Shoemaker Financial Germantown TN 01/2015 Present
Woodbury Financial Services Inc Germantown TN 06/2017 01/2024
Osaic Wealth, Inc. Germantown TN 01/2024 Present
  • 01/2015 → 05/2017
    Securian Financial Services Inc
    St Paul, MN
  • 01/2015 → Present
    Minnesota Life Insurance Co
    St Paul, MN
  • 01/2015 → Present
    Shoemaker Financial
    Germantown, TN
  • 06/2017 → 01/2024
    Woodbury Financial Services Inc
    Germantown, TN
  • 01/2024 → Present
    Germantown, TN
Previous Registrations
  • 2017-06-08 → 2024-01-19
    Woodbury Financial Services, Inc.
    Germantown, TN
    Germantown, TN
  • 2015-01-09 → 2017-05-19
    Securian Financial Services, Inc.
    Germantown, TN
  • 2013-01-07 → 2014-12-24
    Memphis, TN
    Little Rock, AR
Other Businesses

1. ROBERT LACKEY POSITION: independent agent NATURE: Independent agent selling fixed life insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/11/2017 ADDRESS: 1133 Colonial Road, Memphis TN 38117, United States DESCRIPTION: Independent agent selling fixed life insurance products 2. P1 FINANCIAL PLANNING & WEALTH STRATEGIES POSITION: Owner/Producer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 09/01/2023 ADDRESS: 9053 Stone Walk Pl, Germantown TN 38138, United States DESCRIPTION: DBA name for financial planning, advisory, fixed and variable life insurance, health insurance, disability insurance, long term care insurance, and property and casualty insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-04
  • S66 Uniform Combined State Law Examination
    2013-01-04
Other Names
  • Robert Lackey

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