Best Investors Account Sign in
Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

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

Branch Locations

80 Eureka Square Suite 132, Pacifica, CA 94044 • United States

44 Montgomery Street Suite 2950, San Francisco, CA 94104 • 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
Lincoln Financial Advisors- Michael J. Mccormack San Francisco CA 02/2016 01/2025
Osaic Wealth, Inc. San Francisco CA 01/2025 Present
  • 02/2016 → 01/2025
    Lincoln Financial Advisors- Michael J. Mccormack
    San Francisco, CA
  • 01/2025 → Present
    San Francisco, CA
Previous Registrations
  • 2024-10-25 → 2025-01-24
    Osaic Fa, Inc.
    San Francisco, CA
Other Businesses

1) Connor McCormack/Old Mill Advisory Services, Pacifica, CA Category: Service Industry Investment-Related: No Title: Employee Duties: Provide administrative services Start Date: 4/2021 Hours per month: 10 Hours per month during trading hours: 10 2) CONNOR MCCORMACK 44 MONTGOMERY STREET SUITE 2950 SAN FRANCISCO, CA94101 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING HEALTH, DISABILITY, FIXED ANNUITIES, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 02/01/2025 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 3) CONNOR L. MCCORMACK POSITION: Agent NATURE: Life Insurance sales to provide estate liquidity and survivor income. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/25/2025 ADDRESS: 44 Montgomery Street, Suite 2950, San Francisco CA 94104, United States DESCRIPTION: Introduce and educate clients on the use of life insurance within their financial plan. Solicit and place both variable and fixed life products when appropriate.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-24
  • S66 Uniform Combined State Law Examination
    2024-10-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Pacifica, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor