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Francis Joseph Capriotti

Osaic Wealth, Inc.

Exton, PA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

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

Branch Locations

805 Springdale Drive, Exton, PA 19341 • 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
Cuso Financial Services, Lp San Diego CA 12/2014 04/2022
Citadel Federal Credit Union West Chester PA 12/2014 04/2022
Lincoln Financial Advisors Corporation Exton PA 04/2022 01/2025
Osaic Wealth, Inc. Exton PA 01/2025 Present
  • 12/2014 → 04/2022
    Cuso Financial Services, Lp
    San Diego, CA
  • 12/2014 → 04/2022
    Citadel Federal Credit Union
    West Chester, PA
  • 04/2022 → 01/2025
    Lincoln Financial Advisors Corporation
    Exton, PA
  • 01/2025 → Present
    Exton, PA
Previous Registrations
  • 2022-04-01 → 2025-01-24
    Osaic Fa, Inc.
    Exton, PA
  • 2016-06-10 → 2022-04-01
    Cuso Financial Services, L.P.
    West Chester, PA
    East Norriton, PA
    Springfield, PA
    West Norriton, PA
    Lansdale, PA
    Lansdale, PA
    West Norriton, PA
    East Norriton, PA
    West Norriton, PA
    East Norriton, PA
Other Businesses

1) FRANCIS CAPRIOTTI /DELPHI INSURANCE MANAGEMENT GROUP LLC 806 SPRINGDALE DRIVE EXTON PA 19341 CATEGORY: INSURANCE: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, EQUITY INDEXED ANNUITIES, LONG TERM CARE INSURANCE, AND TRADITIONAL FIXED LIFE INSURANCE START DATE: 06/01/2022 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-07-27
  • S63 Uniform Securities Agent State Law Examination
    2005-07-27
Designations
Other Names
  • Francis Capriotti

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