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Todd Christopher Martin

Osaic Wealth, Inc.

Tempe, AZ

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-05-28
TX RA APPROVED 2021-09-24
  • AZ RA
    APPROVED
    Since 2024-05-28
  • TX RA
    APPROVED
    Since 2021-09-24

Branch Locations

8950 South 52Nd Street Ste #204, Tempe, AZ 85284 • 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 Securities Corporation Tempe AZ 07/2008 09/2021
Osaic Wealth, Inc. Tempe AZ 09/2021 Present
  • 07/2008 → 09/2021
    Lincoln Financial Securities Corporation
    Tempe, AZ
  • 09/2021 → Present
    Tempe, AZ
Previous Registrations
  • 2002-04-18 → 2021-09-24
    Osaic Fs, Inc.
    Tempe, AZ
    Tempe, AZ
Other Businesses

1) MARTIN BUSINESS GROUP, 8950 SOUTH 52ND STREET, SUITE 204, TEMPE, AZ 85284 CATEGORY: CONSULTANT INVESTMENT-RELATED: YES TITLE: SOLE PROPRIETORSHIP: CONSULT WITH BUSINESS OWNERS TO ORGANIZE AND STREAMLINE THEIR OFFICE, ESTABLISH BUSINESS AND MARKETING PLANS AND PROVIDE ACCOUNTABILITY AND MEASUREMENT STANDARDS,PUBLIC SPEAKING ON BUSINESS TOPICS, START DATE: 8/1/2008 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15 2) LEGACY WEALTH ALLIANCE, 8950 SOUTH 52ND STREET, SUITE 204, TEMPE, AZ 85284; PRESIDENT, SHAREHOLDER; INSURANCE; INVESTMENT RELATED; SALES OF DISABILITY, FIXED, TRADITIONAL INSURANCE PRODUCTSAS WELL AS INDEXED ANNUITIES, ACCIDENT & HEALTH INSURANCE, COMMISSION BASED GROUP BENEFITS, LONG TERM CARE INSURANCE, PROPERTY & CASUALTY INSURANCE; START DATE: 3/1/09; 100 HPM, 80 DURING TRADING HRS. 3) TODD MARTIN, 8950 SOUTH 52ND STREET, SUITE 204, TEMPE, AZ 85284 CATEGORY: P & C INSURANCE INVESTMENT-RELATED: YES TITLE: SOLE PROPRIETORSHIP: PROVIDE P& C INSURANCE START DATE: 6/2013 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 DESCRIPTION: Agent duties, provide P & C insurance 4) LEGACY BUSINESS ALLIANCE, 8950 SOUTH 52ND STREET, SUITE 204, TEMPE, AZ 85284 INVESTMENT-RELATED: NO; HOURS PER MONTH: 10; HOURS PER MONTH DURING TRADING HOURS: 10 TITLE: SELF, SOLE PROPRIETORSHIP START DATE: 10/2013 DUTIES: PUBLIC SPEAKING AND CONSULTING WITH BUSINESS OWNERS TO ESTABLISH ACCOUNTABILITY AND HELP THEM REACH THEIR GOALS. 5) LEGACY WEALTH ALLIANCE POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1800 ADDRESS: 8950 South 52nd Street, Ste #204, Tempe AZ 85284, United States DESCRIPTION: Insurance, investment related, sale of disability, fixed & traditional insurance products as well as indexed annuities, accident & health insurance, group benefits, long term care insurance, property & casualty insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-10-05
S63 Uniform Securities Agent State Law Examination 1992-12-21
  • S66 Uniform Combined State Law Examination
    2001-10-05
  • S63 Uniform Securities Agent State Law Examination
    1992-12-21

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