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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
Branch Locations
2977 Goodlette-Frank Road Suite 36, Naples, FL 34103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Naples | FL | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Naples | FL | 01/2025 | Present |
1.Thomas Robert Bulloch POSTION: Trustee Agent NATURE: I am a successor trustee listed in my wife Lynda's Revocable trust INVESTMENT RELATED: No. NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1991 DESCRIPTION: If my Wife becomes incapacitated or deceased, I will act as trustee for the beneficiaries of her Living Trust 3.Wilderness Country Club Strategic Planning Committee POSTION: Committee Member NATURE: Golf Club where we live ... quarterly meetings on a volunteer basis to assist in the mid to long term planning for our communities' direction ... 3-year term. INVESTMENT RELATED: No. NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 DESCRIPTION: Assist other Club members in reviewing ideas/directions for the future of our golf course and residences.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-17 |
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