Brent Edward Dellinger

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-24

CA RA
APPROVED

Since 2025-01-24

Branch Locations

4340 Von Karman Suite 270, Newport Beach, CA 92660 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors Corporation	Irvine	CA	04/2019	01/2025
H&R Block	Lake Forest	CA	11/2018	04/2019
Self-Employed	Costa Mesa	CA	04/2017	11/2018
Aristotle Credit Partners	Newport Beach	CA	01/2016	04/2017
Osaic Wealth, Inc.	Newport Beach	CA	01/2025	Present

04/2019 → 01/2025

Lincoln Financial Advisors Corporation

Irvine, CA
11/2018 → 04/2019

H&R Block

Lake Forest, CA
04/2017 → 11/2018

Self-Employed

Costa Mesa, CA
01/2016 → 04/2017

Aristotle Credit Partners

Newport Beach, CA
01/2025 → Present

Osaic Wealth, Inc.

Newport Beach, CA

Previous Registrations

2022-03-25 → 2025-01-24

Osaic Fa, Inc.

Irvine, CA

Newport Beach, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-18

S66 Uniform Combined State Law Examination

2022-03-18

Other Names

Brent E Dellinger

View on SEC IAPD