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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-26 |
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
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 | Ellicott City | MD | 09/1996 | 01/2025 |
| Osaic Wealth, Inc. | Ellicott City | MD | 01/2025 | Present |
1) DAVID K. SLOPER, JR./STONEBRIDGE ADVISORS, INC. 24 FREDERICK ROAD ELLICOTT CITY MD CATEGORY:INSURANCE INVESTMENT RELATED:YES TITLE: AGENT DUTIES: OFFERS DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 09/1995 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 10 2) MEDICARE SUPPLEMENT INS POSITION: Agent,Sales Person NATURE: Sell Medicare Supplemental Insurance to Clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 3 START DATE: 03/03/2021 ADDRESS: 24 Frederick Rd, Ellicott City MD 21043, United States DESCRIPTION: Offer Med Supp insurance to retiring clients 3.INSURANCE OBA POSITION: Agent NATURE: Placement of fixed insurance, LTC, DI and fixed annuity products via Crump INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 09/01/1995 ADDRESS: 24 Frederick Road, Ellicott City MD 21043, United States DESCRIPTION: Evaluate, illustrate, present and complete applications and deliver contracts to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-05-23 |
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