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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-31 |
| TX | RA | APPROVED_RES | 2025-05-23 |
| NY | RA | APPROVED | 2025-01-24 |
Branch Locations
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 | Syosset | NY | 04/2013 | 01/2025 |
| Osaic Wealth, Inc. | Kew Gardens | NY | 01/2025 | Present |
1) KISHORE MIRHANDANI 6900 JERICHO TURNPIKE STE 101E SYOSSET, NY 11791 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT/HEALTH, DISABILITY, GROUP INSURANCE, LTC, FIXED ANNUITIES, INDEX ANNUITIES AND TRADITIONAL LIFE INSURANCE. START DATE: 4-1-93 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 2) KISHORE AND KAVITA MERCHANDANI DALLAS TX CATEGORY: REAL ESTATE MANAGEMENT RENTAL AND DEVELOPMENT INVESTMENT RELATED: Y TITLE: OWNER DUTIES: RENT THE PROPERTY START DATE: 7/26/2022 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 1 4) KISHORE MIRCHANDANI POSITION: Agent NATURE: Sales of Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/01/1993 ADDRESS: 100 Jerico Quadrangle, Suite 120, Jerico NY 11753, United States DESCRIPTION: Sales of Health Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-21 |
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