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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
307 International Circle Suite 390, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Hunt Valley | MD | 05/2014 | 01/2025 |
| Osaic Wealth, Inc. | Hunt Valley | MD | 01/2025 | Present |
1. ELLRICH WEALTH ADVISORS, LLC POSITION: Client Relationship Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2014 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: Client relationship manager. Trading Account reviews Retirement planning updates
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-18 |
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