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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

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

Branch Locations

Baltimore, MD • United States

201 International Circle Suite 100, Hunt Valley, MD 21030 • 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
Bookholders College Park MD 08/2018 10/2018
Gibson Landscaping Lutherville MD 05/2017 08/2017
University Of Maryland College Park MD 08/2016 06/2019
Looney's Lacrosse Club Lutherville MD 06/2015 07/2019
Axa Advisors, Llc New York NY 07/2019 06/2020
Equitable Advisors, Llc New York NY 07/2019 04/2021
T. Rowe Price Baltimore MD 05/2021 08/2021
Fis Global Owings Mills MD 08/2021 10/2021
Lincoln Financial Advisors Hunt Valley MD 10/2021 01/2025
Osaic Wealth, Inc. Hunt Valley MD 01/2025 Present
  • 08/2018 → 10/2018
    Bookholders
    College Park, MD
  • 05/2017 → 08/2017
    Gibson Landscaping
    Lutherville, MD
  • 08/2016 → 06/2019
    University Of Maryland
    College Park, MD
  • 06/2015 → 07/2019
    Looney's Lacrosse Club
    Lutherville, MD
  • 07/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 07/2019 → 04/2021
    New York, NY
  • 05/2021 → 08/2021
    T. Rowe Price
    Baltimore, MD
  • 08/2021 → 10/2021
    Fis Global
    Owings Mills, MD
  • 10/2021 → 01/2025
    Lincoln Financial Advisors
    Hunt Valley, MD
  • 01/2025 → Present
    Hunt Valley, MD
Previous Registrations
  • 2021-10-06 → 2025-01-24
    Osaic Fa, Inc.
    Hunt Valley, MD
  • 2020-06-02 → 2021-04-12
    Columbia, MD
Other Businesses

1. MALLER WEALTH ADVISORS POSITION: Senior Planning Analyst NATURE: We are operating for Osaic under a different name listed as an OBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 10/12/2021 ADDRESS: 201 International Circle, Suite 100, Hunt Valley MD 21030, United States DESCRIPTION: I am working as a registered rep assistant under Osaic Wealth.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-15
  • S66 Uniform Combined State Law Examination
    2020-05-15
Designations
Other Names
  • John Lombardo
  • John W Lombardo
  • Jack Lombardo

View on SEC IAPD

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