Courtney Carl Caldwell

Current Employers

Employment History

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Vienna, VA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Vienna, VA

Previous Registrations

• 2000-05-09 → 2025-01-24
  Osaic Fa, Inc.
  Vienna, VA
  Vienna, VA

Other Businesses

1) COURTNEY CALDWELL, 8219 LEESBURG PIKE, SUITE 200 VIENNA, VA 22182-2625 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT AND HEALTH, DISABILITY, FIXED AND TRADITIONAL INSURANCE PRODUCTS START DATE: 1/95 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) HERITAGE FINANCIAL CONSULTANTS, LLC, 8219 LEESBURG PIKE, STE 200, VIENNA VA CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALE AND SERVICE OF ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 11/2024 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 3) HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Agent/FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 307 International Drive, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: APG Payout with Heritage Financial Consultants, LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-08-12
• S63 Uniform Securities Agent State Law Examination
  1993-08-04

Other Names

• Courtney C Caldwell