Steven Michael Goldberg

Current Employers

Employment History

• 06/2013 → 06/2018
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 08/2016 → 06/2018
  Suntrust Advisory Services
  Atlanta, GA
• 06/2018 → 01/2025
  Lincoln Financial Advisors
  Ellicott City, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Yorktown, VA

Previous Registrations

• 2018-06-20 → 2025-01-24
  Osaic Fa, Inc.
  Annapolis, MD
  Yorktown, VA
  Ellicott City, MD
• 2016-08-19 → 2018-06-07
  Truist Advisory Services, Inc.
  Bethesda, MD
  Pasadena, MD
  Annapolis, MD
  Hyattsville, MD
  Chevy Chase, MD
  Riverdale, MD
  Avondale, MD
  Gambrills, MD
  New Carrollton, MD
  Silver Spring, MD
  Silver Spring, MD
  Silver Spring, MD
  Gambrills, MD
  Adelphi, MD
  Bethesda, MD
  Hyattsville, MD
• 2003-01-02 → 2016-12-31
  Truist Investment Services, Inc.
  Adelphi, MD
  Gambrills, MD
  Gambrills, MD
  Severna Park, MD
  Severna Park, MD
  Hyattsville, MD
  New Carrollton, MD
  Glen Burnie, MD
  Glen Burnie, MD
  Pasadena, MD
  Silver Spring, MD
  Annapolis, MD
  Silver Spring, MD
  Silver Spring, MD
  Hyattsville, MD
  Riverdale, MD
  Hyattsville, MD
  Chevy Chase, MD
  Bethesda, MD
  Bethesda, MD
  Hyattsville, MD

Other Businesses

1. REHOBOTH RENTAL PROPERTY 36 CANAL LANDING COURT REHOBOTH BEACH DE CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: COLLECT RENTAL INCOME START DATE: 01/2006 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 01. 2. STEVEN GOLDBERG ARNOLD MD CATEGORY: NOTARY PUBLIC INVESTMENT RELATED: NO TITLE: NOTARY DUTIES: NOTARIZE DOCUMENTS START DATE: 01/2010 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 01. 3. STEVEN GOLDBERG 24 FREDERICK ROAD ELLICOTT CITY, MD, 21043 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, TRADITIONAL LIFE INSURANCE, LONG-TERM CARE INSURANCE START DATE: 10/1967 HOURS PER MONTH: 100 HOURS PER MONTH DURING TRADING HOURS: 100. 4. CAPITAL WEALTH MANAGEMENT, LLC ARNOLD MD CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY CREATED FOR BUSINESS EXPENSES AND LIABILITY REASONS START DATE: 07/2018 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 5. National History Day (1) POSTION: Board Member NATURE: Review reports at board meetings and participate in the annual contest INVESTMENT RELATED: No. NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2008 DESCRIPTION: sit in with audits, monitor budget, approve expense reports, etc. 6. National History Day POSTION: Treasurer NATURE: Review reports at board meetings and participate in the annual contest INVESTMENT RELATED: No. NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/28/2024 DESCRIPTION: sit in with audits, monitor budget, approve expense reports, etc.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-19
• S63 Uniform Securities Agent State Law Examination
  1993-04-05

Other Names

• Steve Goldberg