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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Rockville | MD | 03/2005 | 01/2025 |
| Osaic Wealth, Inc. | Rockville | MD | 01/2025 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-20 |
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