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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-01-24 |
| FL | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
400 14Th Street, Se Suite A, Decatur, AL 35601 • United States
7100 Plantation Road Suite 10B, Pensacola, FL 32504 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Decatur | AL | 01/1997 | 01/2025 |
| Osaic Wealth, Inc. | Decatur | AL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-29 |
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