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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • PA RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

Mcdonald, PA • United States

370 Southpointe Boulevard Suite 200, Canonsburg, PA 15317-8537 • United States

Disclosures

2 disclosure categories 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Pittsburgh PA 06/1998 01/2025
Osaic Wealth, Inc. Mcdonald PA 01/2025 Present
  • 06/1998 → 01/2025
    Lincoln Financial Advisors Corporation
    Pittsburgh, PA
  • 01/2025 → Present
    Mcdonald, PA
Previous Registrations
  • 2012-04-27 → 2025-01-24
    Osaic Fa, Inc.
    Mcdonald, PA
    Canonsburg, PA
    Mcdonald, PA
    Fort Wayne, IN
Other Businesses

1)JOHN T. DALEY 401 COMMODORE DRIVE MCDONALD, PA 15057 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: INSURANCE AGENT DUTIES: SALE OF TRADITIONAL LIFE, ACCIDENT, HEALTH, AND DISABILITY INSURANCE, FIXED AND INDEXED ANNUITIES, AND LIFE SETTLEMENTS START DATE: 7/1/98 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 RANGE RESOURCES -APPALACHIA, LLC. POSITION: HOME OWNER NATURE: OIL AND GAS LEASE ROYALTIES INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2025 ADDRESS: P.O. BOX 30, CANONSBURG PA 15317, United States DESCRIPTION: HOMEOWNER RANGE RESOURCES -APPALACHIA, LLC. POSITION: HOME OWNER NATURE: OIL AND GAS LEASE ROYALTIES INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2025 ADDRESS: P.O. BOX 30, CANONSBURG PA 15317, United States DESCRIPTION: HOMEOWNER PITTSBURGH AIRPORT AREA CHAMBER OF COMMERCE POSITION: Self NATURE: Networking with local business owners INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/01/2000 ADDRESS: 401 Commodore Drive, Mcdonald PA 15057, United States DESCRIPTION: Attend networking meetings and luncheons to meet potential clients

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-12-17
  • S63 Uniform Securities Agent State Law Examination
    1992-12-17
Designations
Other Names
  • John Tracy Daley

View on SEC IAPD

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