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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 2025-01-24
  • FL RA
    APPROVED
    Since 2025-01-24

Branch Locations

1246 Park Ave, Orange Park, FL 32073 • 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
Esp Financial Orange Park FL 04/2015 Present
Lincoln Financial Advisors Orange Park FL 02/2020 01/2025
Osaic Wealth, Inc. Orange Park FL 01/2025 Present
  • 04/2015 → Present
    Esp Financial
    Orange Park, FL
  • 02/2020 → 01/2025
    Lincoln Financial Advisors
    Orange Park, FL
  • 01/2025 → Present
    Orange Park, FL
Previous Registrations
  • 2021-02-03 → 2025-01-24
    Osaic Fa, Inc.
    Orange Park, FL
    Hartford, CT
    Jacksonville, FL
    Orange Park, FL
Other Businesses

1) ERIK WEHNER/ ESP FINANCIAL SERVICES 1246 PARK AVE ORANGE PARK, FLORIDA 32073 CATEGORY: TAX PREPARATION INVESTMENT RELATED: NO TITLE: CO-OWNER /TAX PREPARER DUTIES: TAX PREPARATION SERVICES START DATE: 04/13/2015 HOURS PER MONTH: 120 HOURS PER MONTH DURING TRADING HOURS: 120 2) 1246 Park Avenue Orange Park Florida 32073 Category: Insurance Investment Related: Yes Title: agent Duties: Offering accident, health, disability insurance, annuities (fixed and fixed indexed annuities), long term care insurance, and traditional life insurance Start Date: 12/1/2020 Hours per Month: 2 Hours per Month during trading hours: 2 FORM BR update: Website: www.Amons360.com 3) 1246 Park Avenue Orange Park Florida 32073 Category: Notary Public Investment Related: NO Title: Notary Public Duties: Offering notary public service, notarize if/as needed Start Date: 05/11/2006 Hours per Month: 1 Hours per Month during trading hours: 0 FORM BR update: NO Website: none 4) MIDNIGHT GULF RESORT, LLC POSITION: Member NATURE: Rental property management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2026 ADDRESS: 529 Oakmont Dr, Orange Park FL 32073, United States DESCRIPTION: Invest in and manage vacation rental property with the use of a local property management service. 5) ESP FINANCIAL, LLC POSITION: Tax Advisor/preparer NATURE: Tax preparation and advisory services INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2015 ADDRESS: 1246 Park Avenue, Orange Park FL 32073, United States DESCRIPTION: Prepare personal and business tax returns. Provide tax related advice and standards of practice education for small business owners. Provide tax estimations for clients.

Designations

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