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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
  • DE RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

2401 Pennsylvania Avenue Suite 114, Wilmington, DE 19806 • United States

111 Ruthar Drive, Newark, DE 19711 • 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 Newark DE 07/2016 01/2025
Osaic Wealth, Inc. Newark DE 01/2025 Present
  • 07/2016 → 01/2025
    Lincoln Financial Advisors
    Newark, DE
  • 01/2025 → Present
    Newark, DE
Previous Registrations
Other Businesses

1) David Sauers, 111 Ruthar Drive, Newark, DE. 19711, Insurance, Investment related, Agent, Offering disability insurance,fixed annuities, equity indexed annuities, and traditional life insurance, Started on 07/2016 working 25 HPM 20 during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-11
S63 Uniform Securities Agent State Law Examination 1994-11-21
  • S65 Uniform Investment Adviser Law Examination
    2005-03-11
  • S63 Uniform Securities Agent State Law Examination
    1994-11-21
Designations

View on SEC IAPD

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