Tom Anselmi

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-24

TX RA
APPROVED

Since 2025-01-24

Branch Locations

25420 Kuykendahl Road Unit #C300, Tomball, TX 77375 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors Corporation	Tomball	TX	07/1992	01/2025
Osaic Wealth, Inc.	Tomball	TX	01/2025	Present

07/1992 → 01/2025

Lincoln Financial Advisors Corporation

Tomball, TX
01/2025 → Present

Osaic Wealth, Inc.

Tomball, TX

Previous Registrations

1992-12-08 → 2025-01-24

Osaic Fa, Inc.

Houston, TX

Houston, TX

Tomball, TX

Other Businesses

1) QUEST AGENCY WEALTH MANAGEMENT 25420 KUYKENDAHL ROAD, UNIT #C300 TOMBALL, TX 77375 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, COMMISSION-BASED GROUP BENEFITS, HEALTH SAVINGS ACCOUNTS AND PROPERTY AND CASUALTY INSURANCE START DATE: 01/01/2005 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 40. 2) PANDC INSURANCE BROKERAGE PERRICONE, INC. 6750 WEST LOOP SOUTH BELLAIRE, TX 77401 START DATE: 10/16/1997 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1992-10-30

S63 Uniform Securities Agent State Law Examination

1992-10-30

View on SEC IAPD