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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-06 |
| FL | RA | APPROVED | 2025-05-05 |
| NC | RA | APPROVED | 2025-05-05 |
| MD | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
307 International Circle Suite 390, Hunt Valley, MD 21030 • 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 | Hunt Valley | MD | 01/1994 | 01/2025 |
| Osaic Wealth, Inc. | Hunt Valley | MD | 01/2025 | Present |
1) JOHN G. MCCARTHY III 307 INTERNATIONAL CIRCLE SUITE 390 HUNT VALLEY, MD 21030 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, TRADITIONAL LIFE INSURANCE, DISABILITY INCOME PRODUCTS, LONG TERM CARE INSURANCE AND FIXED ANNUITIES. START DATE: 1/1/2009 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) HERITAGE FINANCIAL CONSULTANTS, LLC 307 INTERNATIONAL CIRCLE, STE 390 HUNT VALLEY MD 21030 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OFFER DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE; MANAGE ALL AREAS OF THE PRACTICE START DATE: 07/2008 HOURS PER MONTH: 150 HOURS PER MONTH DURING TRADING HOURS: 150 3) JOHN MCCARTHY BALTIMORE MD CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OWN RENTAL PROPERTY START DATE: 09/2022 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 4) JOHN MCCARTHY AND ASSOCIATES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: LLC used for business expenses 5) 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 Circle, Suite 390, Cockeysville MD 21030, United States DESCRIPTION: APG Payout with Heritage Financial Consultants, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-03 |
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