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Inactive

Heather Pollack

Osaic Advisory Services, LLC

Aurora, OH

Atlanta, GA

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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-06
  • OH RA
    APPROVED
    Since 2026-02-06

Branch Locations

173 South Chillicothe Road, Aurora, OH 44202 • United States

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • 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 Advisors Corp. Cleveland OH 07/2002 02/2022
Lincoln National Life Ins Co Cleveland OH 07/2002 02/2022
Beacon Financial Group, Inc. Aurora OH 11/2021 Present
Osaic Advisory Services Scottsdale AZ 02/2026 Present
  • 07/2002 → 02/2022
    Lincoln Financial Advisors Corp.
    Cleveland, OH
  • 07/2002 → 02/2022
    Lincoln National Life Ins Co
    Cleveland, OH
  • 11/2021 → Present
    Beacon Financial Group, Inc.
    Aurora, OH
  • 02/2026 → Present
    Osaic Advisory Services
    Scottsdale, AZ
Previous Registrations
  • 2022-03-04 → 2026-03-27
    Beacon Financial Group, Inc.
    Aurora, OH
  • 2002-08-20 → 2022-02-22
    Osaic Fa, Inc.
    Solon, OH
    Orange Village, OH
    Solon, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-01-19
  • S63 Uniform Securities Agent State Law Examination
    1993-01-19
Other Names
  • Heather Ann Rinaldi
  • Heather Ann Pollack

View on SEC IAPD

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TYSON JAMES VINES

Other Offices

EDWARD JONES · AURORA, OH
EAGLE STRATEGIES LLC · AURORA, OH
J.P. MORGAN SECURITIES LLC · AURORA, OH
EMVISION CAPITAL ADVISORS, LLC · AURORA, OH
COMMONWEALTH FINANCIAL NETWORK · Aurora, OH
EDWARD JONES · AURORA, OH
DEMMING FINANCIAL SERVICES CORP. · AURORA, OH
DEMMING FINANCIAL SERVICES CORP. · AUROARA, OH

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