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Emily Michaella Richardson

Osaic Wealth, Inc.

Ft. Lauderdale, FL

Vernon, CT

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-02-05
FL RA APPROVED 2025-02-05
  • CT RA
    APPROVED
    Since 2025-02-05
  • FL RA
    APPROVED
    Since 2025-02-05

Branch Locations

2699 Stirling Road Suite A-200, Ft. Lauderdale, FL 33312 • United States

Vernon, CT • 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 Philadelphia PA 12/2007 04/2024
Lincoln Financial Distributors Hartford CT 04/2024 01/2025
Osaic Wealth, Inc. Vernon CT 02/2025 Present
  • 12/2007 → 04/2024
    Lincoln Financial Advisors
    Philadelphia, PA
  • 04/2024 → 01/2025
    Lincoln Financial Distributors
    Hartford, CT
  • 02/2025 → Present
    Vernon, CT
Previous Registrations
  • 2007-12-11 → 2024-05-08
    Osaic Fa, Inc.
    Virginia Beach, VA
    Virginia Beach, VA
    Radnor, PA
  • 2005-12-20 → 2007-09-10
    Virginia Beach, VA
    Virginia Beach, VA
Other Businesses

1. ASSOCIATED INVESTMENT SERVICES POSITION: Director of Operations NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/17/2026 ADDRESS: 2699 Stirling Road, Suite A-200, Ft. Lauderdale FL 33312, United States DESCRIPTION: Responsible for overseeing operational strategy and execution for a multi-advisor wealth management practice. Leads process improvement, technology implementation, and cross-department workflow design to improve efficiency, scalability, and client service. Develops staff competency frameworks, performance management systems, and training programs while supporting advisors with operational insights, data analysis, and strategic initiatives that enhance firm growth and client experience. 2. WOMEN IN INSURANCE AND FINANCIAL SERVICES (WIFS) POSITION: Director of Special Projects NATURE: Women in Insurance and Financial Services (WIFS) is a 501(c)(6) non-profit professional association dedicated to attracting, developing, and advancing women in the insurance and financial services industries. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/13/2024 ADDRESS: 2828 N Central Ave., Suite 1100D, Phoenix AZ 85004, United States DESCRIPTION: Chair of the Sales and Marketing committee, Chair of the Editorial Committee, serve as an advisor on the Membership Engagement Committee and Chapters Committee.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-02
  • S66 Uniform Combined State Law Examination
    2005-12-02
Other Names
  • Emily Michaella Webster

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