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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-24
MD RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
VA RA APPROVED 2025-01-24
  • FL RA
    APPROVED
    Since 2025-04-24
  • MD RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24
  • VA RA
    APPROVED
    Since 2025-01-24

Branch Locations

8219 Leesburg Pike Suite 200, Vienna, VA 22182 • United States

Potomac, MD • United States

5966 S Dixie Hwy Suite 300, Miami, FL 33143 • United States

Disclosures

1 disclosure category 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corp Rockville MD 03/2005 01/2025
Osaic Wealth, Inc. Rockville MD 01/2025 Present
  • 03/2005 → 01/2025
    Lincoln Financial Advisors Corp
    Rockville, MD
  • 01/2025 → Present
    Rockville, MD
Previous Registrations
  • 2005-06-27 → 2025-01-24
    Osaic Fa, Inc.
    Rockville, MD
    Lutherville, MD
    Vienna, VA
    Harrisonburg, VA
    Vienna, VA
    Vienna, VA
    Rockville, MD
Other Businesses

1) MYLESTONE PLANS 5410 EDSON LANE STE 320 ROCKVILLE, MD 20852 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, ACCIDENT, HEALTH, DISABILITY, HEALTH SAVINGS ACCOUNTS, COMMISSION-BASED GROUP BENEFITS, SERVICE FEE-BASED GROUP BENEFITS, LONG-TERM CARE, AND TRAIDITONAL LIFE INSURANCE START DATE: 06/01/06 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 15 2) MYLESTONE FINANCIAL SERVICES LLC/DBA MYLESTONE PLANS 5410 EDSON LANE SUITE 320 ROCKVILLE, MD 20852 CATEGORY: LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: ENTITY USED TO PAY EXPENSIVE OF THE BUSINESS. START DATE: 01/2015 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 3) YOLO CAPITAL, LLC 36 SOUTH CHARLES STREET BALTIMORE, MD 21201 CATEGORY: LLC/LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: CO-OWNER DUTIES: ENTITY USED FOR APPROVED PRIVATE INVESTMENT. START DATE: 07/2015 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 4) MYLESTONE PLANS 5410 EDSON LANE SUITE 320 ROCKVILLE, MD 20852 CATEGORY:INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE P&C INSURANCE STATE DATE: 09/02/2016 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 5) AMIR EYAL 5410 EDSON LANE SUITE 320 ROCKVILLE, MD 20852 CATEGORY: MEDIA INVESTMENT-RELATED: NO TITLE: AUTHOR DUTIES: WRITE, PUBLISH AND MARKET EDUCATIONAL BOOKS. START DATE: 02/2017 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 6) ABE RESOURCES, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 04/02/2018 ADDRESS: 9711 Washingtonian Blvd., Suite 550, Rockville MD 20850, United States DESCRIPTION: Administrative Support Platform for Professionals. Specifically financial advisors and non-investment professionals such as attorneys and accountants. 7) MYLESTONE PLANS POSITION: CEO NATURE: LLC. It is the DBA of my financial advisory practice. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2006 ADDRESS: 8219 Leesburg Pike, Suite 200, Vienna VA 22182, United States DESCRIPTION: Act as a financial professional helping nonprofits, businesses, individuals and families with their group benefits, financial planning and investment needs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-20
  • S66 Uniform Combined State Law Examination
    2005-06-20

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