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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-24 |
Branch Locations
3217 Summit Square Place Suite 200, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Lexington | KY | 04/2010 | 01/2025 |
| Osaic Wealth, Inc. | Lexington | KY | 01/2025 | Present |
1) GEORGE COX 3217 SUMMIT SQUARE PLACE SUITE 200 LEXINGTON, KY, 40502 INSURANCE, INVESTMENT RELATED, AGENT OFFERING FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE. STARTED ON 02/2010 WORKING 10 HPM ALL DURING TRADING HOURS. 2) POA FOR MOTHER POSITION: POA NATURE: POA INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/20/2025 ADDRESS: 833 Melrose Ave, Lexington KY 40502, United States DESCRIPTION: Monitor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-19 |
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