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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-24 |
Branch Locations
100 Jericho Quadrangle Suite 120, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp. | Jericho | NY | 12/2005 | 01/2025 |
| Osaic Wealth, Inc. | Jericho | NY | 01/2025 | Present |
1) RICHARD MALEN 100 JERICHO QUADRANGLE SUITE 120 JERICHO, NY 11753 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING TRADITIONAL LIFE INSURANCE, ACCIDENT AND HEALTH, DISABILITY, HEALTH SAVINGS ACCOUNT, FIXED ANNUITIES, PREMIUM FINANCING. START DATE: 12/05/2005 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) ROBERT MOSES STATE PARK BABYLON, NY 11702 CATEGORY: COMMITTEE MEMBER INVESTMENT-RELATED: NO TITLE: COMMITTEE MEMBER DUTIES: ELECTED OFFICER OF THE JONES BEACH LIFEGUARD CORP. START DATE: 08/11/2009 HOURS PER MONTH: 6 HOURS PER MONTH DURING TRADING HOURS: 2 3) RICHARD MALEN 100 JERICHO QUADRANGLE SUITE 120 JERICHO, NY 11753 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING EQUITY INDEXED ANNUITIES AND TRADITIONAL LIFE INSURANCE. START DATE: 09/24/2014 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 4) RICHARD MALEN 100 JERICHO QUADRANGLE SUITE 120 JERICHO, NY 11753 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED LIFE SETTLEMENTS START DATE: 6/1/2020 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 5) Richard Malen Robert Moses State Park Babylon NY 11712 Category: Retail Service, Employee Investment Related: NO Title: Life Guard Duties: Conduct Life Guard services Start Date: 5/28/2020 Hours per Month: 80 Hours per Month during trading hours: 16 FORM BR update: NO Website: none
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-12 |
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