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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-24
RI RA APPROVED 2025-01-24
  • MA RA
    APPROVED
    Since 2025-01-24
  • RI RA
    APPROVED
    Since 2025-01-24

Branch Locations

228 County Street, Attleboro, MA 02703 • United States

750 East Avenue, Pawtucket, RI 02860 • 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 Securities Corporation Attleboro MA 07/2008 01/2025
Osaic Wealth, Inc. Pawtucket RI 01/2025 Present
  • 07/2008 → 01/2025
    Lincoln Financial Securities Corporation
    Attleboro, MA
  • 01/2025 → Present
    Pawtucket, RI
Previous Registrations
  • 2001-05-23 → 2025-01-24
    Osaic Fs, Inc.
    Pawtucket, RI
    Attleboro, MA
    Attleboro, MA
Other Businesses

1) TEIXEIRA FINANCIAL GROUP 228 COUNTY STREET ATTLEBORO, MA 02703 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED/INDEXED ANNUITIES, TRADITIONAL LIFE INSURANCE,LONG TERM CARE AND LIFE SETTLEMENTS. START DATE: 05/01/1982 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 0 2) TEIXEIRA GROUP, LLC. 228 COUNTY STREET ATTLEBORO, MA 02703 CATEGORY: REAL ESTATEMENT MANAGEMENT, RENTALS INVESTMENT-RELATED:YES TITLE: OWNER DUTIES: RENTS FROM OFFICE SPACE IS PAID TO THIS LLC START DATE: HOURS PER MONTH: HOURS PER MONTH DURING TRADING HOURS: 3) TEIXEIRA REALTY GROUP, LLC. 39 COLBURN STREET NORTH ATTLEBORO, MA 02760 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: ENTITY OWNS RENTAL PROPERTY, COLLECTS RENTS, AND MAINTAINS PROPERTY. START DATE: 09/09/2009 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-09
S63 Uniform Securities Agent State Law Examination 1994-04-22
  • S65 Uniform Investment Adviser Law Examination
    1999-03-09
  • S63 Uniform Securities Agent State Law Examination
    1994-04-22

View on SEC IAPD

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