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Richard Earl Grace

Osaic Wealth, Inc.

Hunt Valley, MD

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-05-20
DE RA APPROVED 2025-05-13
FL RA APPROVED 2025-05-09
MD RA APPROVED 2025-01-24
  • NC RA
    APPROVED
    Since 2025-05-20
  • DE RA
    APPROVED
    Since 2025-05-13
  • FL RA
    APPROVED
    Since 2025-05-09
  • MD RA
    APPROVED
    Since 2025-01-24

Branch Locations

307 International Circle Suite 390, 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
Lincoln Financial Advisors Hunt Valley MD 08/2001 01/2025
Osaic Wealth, Inc. Hunt Valley MD 01/2025 Present
  • 08/2001 → 01/2025
    Lincoln Financial Advisors
    Hunt Valley, MD
  • 01/2025 → Present
    Hunt Valley, MD
Previous Registrations
  • 2001-10-05 → 2025-01-24
    Osaic Fa, Inc.
    Lutherville, MD
    Hunt Valley, MD
    Hunt Valley, MD
    Hunt Valley, MD
    Vienna, VA
Other Businesses

1)RICHARD E. GRACE, 307 INTERNATIONAL CIRCLE, SUITE 390, HUNT VALLEY, MD 21030. CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED AND INDEXED ANNUITIES START DATE: 8/1/2001 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2)RICHARD GRACE 307 INTERNATIONAL CIRCLE, SUITE 390, HUNT VALLEY, MD 21030. CATEGORY:INSURANCE INVESTMENT-RELATED:YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, INDEXED ANNUITIES, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE START DATE:2001 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS:10 3)L.E.G. LLC, 307 INTERNATIONAL CIRCLE STE 390, HUNT VALLEY, MD 21030 CATEGORY: LEGAL ENTITY / LLC INVESTMENT RELATED: NO TITLE: OWNER / SOLE PROPRIETOR DUTIES: LLC ESTABLISHED FOR PAYROLL PURPOSES. START DATE: 06/01/2015 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 4) HERITAGE FINANCIAL CONSULTANTS POSITION: FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 03/01/2014 ADDRESS: 307 Intl Circle, Hunt Vallley MD 21030, United States DESCRIPTION: FP

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-20
S63 Uniform Securities Agent State Law Examination 1994-09-16
  • S66 Uniform Combined State Law Examination
    2001-09-20
  • S63 Uniform Securities Agent State Law Examination
    1994-09-16
Other Names
  • Richard E Grace

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