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Rachel Lynn Endres

Osaic Wealth, Inc.

Scottsdale, AZ

Radnor, PA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-24
  • PA RA
    APPROVED
    Since 2025-01-24

Branch Locations

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES

150 North Radnor Chester Road Suite C 2Nd Floor, Radnor, PA 19087 • 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
Msi Financial Services Broadview Heights OH 06/2016 03/2017
Mass Mutual Life Insurance Company Cleveland OH 07/2016 02/2018
Mml Investors Services Cleveland OH 03/2017 02/2018
Lincoln Financial Advisors, Inc Philadelphia PA 02/2018 Present
Estee Lauder Company Canton OH 05/2016 03/2019
Osaic Chadds Ford PA 08/2024 Present
Osaic Wealth, Inc. Scottsdale AZ 01/2025 Present
Osaic Wealth, Inc. Scottsdale AZ 01/2025 Present
  • 06/2016 → 03/2017
    Msi Financial Services
    Broadview Heights, OH
  • 07/2016 → 02/2018
    Mass Mutual Life Insurance Company
    Cleveland, OH
  • 03/2017 → 02/2018
    Mml Investors Services
    Cleveland, OH
  • 02/2018 → Present
    Lincoln Financial Advisors, Inc
    Philadelphia, PA
  • 05/2016 → 03/2019
    Estee Lauder Company
    Canton, OH
  • 08/2024 → Present
    Osaic
    Chadds Ford, PA
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Scottsdale, AZ
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Scottsdale, AZ
Previous Registrations
  • 2024-05-09 → 2025-01-24
    Osaic Fa, Inc.
    Orange Village, OH
    Radnor, PA
    Fort Wayne, IN
    Chadds Ford, PA
  • 2017-08-08 → 2018-02-16
    Mml Investors Services, Llc
    Broadview Heights, OH
    Cleveland, OH
    Cleveland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-06
S63 Uniform Securities Agent State Law Examination 2019-09-17
  • S66 Uniform Combined State Law Examination
    2024-05-06
  • S63 Uniform Securities Agent State Law Examination
    2019-09-17
Other Names
  • Rachel Etters
  • Rachel Lynn Etters
  • Rachel Enders

View on SEC IAPD

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PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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