Kelby Warren Edwards

Current Employers

Employment History

• 06/2009 → 01/2025
  Lincoln Financial Advisors Corporation
  Ridgefield, CT
• 01/2025 → Present
  Osaic Wealth, Inc.
  Ridgefield, CT

Previous Registrations

• 2021-06-14 → 2025-01-24
  Osaic Fa, Inc.
  Rye Brook, NY
  Jericho, NY
  Yonkers, NY
  Yonkers, NY
  Ridgefield, CT

Other Businesses

1) KELBY EDWARDS 75 DANBURY ROAD UNIT B-4 RIDGEFIELD, CT 06877 CATEGORY: TAX PREPARATION INVESTMENT-RELATED: NO TITLE: SOLE PROPRIETOR DUTIES: PREPARE TAX RETURNS. START DATE: 01/01/1996 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 5 2) KELBY EDWARDS 75 DANBURY ROAD UNIT B-4 RIDGEFIELD, CT 06877 CATEGORY: PROPERTY & CASUALTY INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING PROPERTY & CASUALTY INSURANCE. START DATE: 09/02/2008 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 3) KELBY EDWARDS 75 DANBURY ROAD UNIT B-4 RIDGEFIELD, CT 06877 CATEGORY: INSURANCE/PREMIUM FINANCING INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: SALE OF LIFE INSURANCE (NON-VARIABLE) THROUGH PREMIUM FINANCING ARRANGEMENTS. START DATE: 06/01/2005 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 4) KELBY EDWARDS 75 DANBURY ROAD UNIT B-4 RIDGEFIELD, CT 06877 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, COMMISSION BASED GROUP BENEFITS, DISABILITY, FIXED ANNUITIES, LONG TERM CARE , AND TRADITIONAL LIFE INSURANCE, AND HEALTH SAVINGS ACCOUNTS. START DATE: 06/0/1993 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 5) KELBY EDWARDS 75 DANBURY ROAD UNIT B-4 RIDGEFIELD, CT 06877 CATEGORY: CONSULTANT INVESTMENT-RELATED: NO TITLE: CONSULTANT DUTIES: OFFERING GENERAL BUSINESS CONSULTING SERVICES: STRATEGIC PLANNING, ORG CHART DESIGN, BUSINESS OPERATIONS CONSULTING SERVICES. START DATE: 01/03/2022 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 10 6) KELBY EDWARDS 75 DANBURY ROAD UNIT B-4 RIDGEFIELD, CT 06877 CATEGORY: CONSULTANT INVESTMENT-RELATED: NO TITLE: CONSULTANT/MARKETING REPRESENTATIVE DUTIES: MARKETING PREDICT ANALYTIC SERVICES TO FORTUNE 1000 COMPANIES. START DATE: 01/03/2022 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 5

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-11
• S63 Uniform Securities Agent State Law Examination
  1994-04-22