Stephen Mark Brady

Current Employers

Employment History

• 08/2001 → 08/2022
  Heritage Advisory Group
  Chesterton, IN
• 10/2008 → 08/2022
  American United Life
  Chesterton, IN
• 10/2008 → 08/2022
  Oneamerica Securities
  Chesterton, IN
• 08/2022 → 01/2025
  Lincoln Financial Securities Corporation
  Chesterton, IN
• 01/2025 → Present
  Osaic Wealth, Inc.
  Chesterton, IN

Previous Registrations

• 2022-08-01 → 2025-01-24
  Osaic Fs, Inc.
  Chesterton, IN
  Lexington, KY
  Chesterton, IN
• 2017-04-18 → 2022-08-05
  Oneamerica Securities, Inc.
  Carmel, IN
  Chesterton, IN
  Indianapolis, IN

Other Businesses

1) HERITAGE ADVISORY AND INSURANCE GROUP, INC. 1496 POPE COURT SUITE 1 CHESTERTON, IN 46304 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE. START DATE: 06/1990 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 2) HERITAGE ADVISORY AND INSURANCE GROUP, INC. POSITION: Agent NATURE: health and life insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/01/1990 ADDRESS: 1496 Pope Ct, Suite 1, Chesterton IN 46304, United States DESCRIPTION: insurance broker

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-13
• S63 Uniform Securities Agent State Law Examination
  1992-01-20