Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

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

Branch Locations

30386 Mt. Vernon Road, Princess Anne, MD 21853 • 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
Landmark Insurance & Financial Group Princess Anne MD 02/1995 Present
Lincoln Financial Securites Corporation Princess Anne MD 07/2008 Present
Osaic Wealth, Inc. Princess Anne MD 01/2025 Present
  • 02/1995 → Present
    Landmark Insurance & Financial Group
    Princess Anne, MD
  • 07/2008 → Present
    Lincoln Financial Securites Corporation
    Princess Anne, MD
  • 01/2025 → Present
    Princess Anne, MD
Previous Registrations
  • 2004-08-27 → 2025-01-24
    Osaic Fs, Inc.
    Princess Anne, MD
    Princess Anne, MD
    Ocean City, MD
  • 2004-09-08 → 2006-07-07
    Independent Advisers Group Corp
    Princess Anne, MD
Other Businesses

1) KAREN JILL HALL/LANDMARK REAL ESTATE LLC, PRINCESS ANNE, MD CATEGORY: REAL ESTATE MANAGEMENT, RENTAL OR DEVELOPMENT INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OWN BUILDING, COLLECT RENT START DATE: 7/2016 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) KAREN JILL HALL/LANDMARK INSURANCE & FINANCIAL GROUP, INC., 30386 MT. VERNON ROAD, PRINCESS ANNE, MD CATEGORY: INSURANCE/LEGAL ENTITY INVESTMENT-RELATED: YES TITLE: AGENT/OWNER/PRESIDENT DUTIES: OFFER ACCIDENT, HEALTH, DISABILITY, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE; FIXED AND INDEXED ANNUITIES; COMMISSION-BASED GROUP BENEFITS; HEALTH SAVINGS ACCOUNTS START DATE: 2/1995 HOURS PER MONTH: 200 HOURS PER MONTH DURING TRADING HOURS: 140 3) KAREN JILL HALL, 3201 PALMER LANE, WILLIAMSBURG, VA CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: COLLECT RENT; COMMUNICATE WITH RENTERS; MAINTAIN PROPERTY START DATE: 1/2022 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 5

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-18
S63 Uniform Securities Agent State Law Examination 2000-02-25
  • S65 Uniform Investment Adviser Law Examination
    2004-08-18
  • S63 Uniform Securities Agent State Law Examination
    2000-02-25
Designations
Other Names
  • K Jill Hall

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Princess Anne, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor