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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-11 |
| PA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
2200 Georgetowne Drive Suite 100, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Pittsburgh | PA | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Beaver | PA | 01/2025 | Present |
1) FAMILYWEATH MANAGEMENT GROUP, LLC POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 5/1/1990 ADDRESS: 2200 Georgetown Drive, Suite 100, Sewickley, PA 15143 DESCRIPTION: Sale of fixed life and disability insurance, fixed and indexed annuities and life settlements 2) FAMILYWEALTH MANAGEMENT GROUP LLC POSITION: Sales Person NATURE: Selling Equity Index Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2010 ADDRESS: 2200 Georgetown Drive Suite 100, Sewickley PA 15143, United States DESCRIPTION: Sell Equity Index Annuities 3) FAMILYWEALTH MANAGEMENT GROUP, LLC POSITION: Agent NATURE: Offer Life insurance and Long Term Care and Annuity business that may not be available through Osaic INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/1990 ADDRESS: 2200 Georgetown Drive, Suite 100, Sewickley PA 15143, United States DESCRIPTION: Offer Life insurance, Disability insurance , Fixed Annuities and Long Term Care insurance to clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-04-16 |
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