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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
25 Wood Lane, Rockville, MD 20850 • United States
Gaithersburg, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Rockville | MD | 02/2013 | 01/2025 |
| Osaic Wealth, Inc. | Rockville | MD | 01/2025 | Present |
1) SARAH BURTON, LIFE AND GROUP BENEFITS POSITION: Agent NATURE: Solicited insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2015 ADDRESS: 25 Wood Lane, Rockville MD 20850, United States DESCRIPTION: I will solicit and sell life insurance, health, annuities, and long-term care. 2) SARAH BURTON, MT DONAHOE & ASSOCIATES LLC POSITION: Agent NATURE: I will use MT Donahoe & Associates as a wholesaler to support me with group benefit sales, such as group health, life, and disability. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2017 ADDRESS: 25 Wood Lane, Gaithersburg MD 20878, United States DESCRIPTION: I will use MT Donahoe and Associates to help me provide quotes for group benefits to organizations and place the business. 3) SARAH BURTON, CAPTIOL METRO FINANCIAL SERVICES, INC POSITION: Agent NATURE: I will use Capitol Metro Financial Services, Inc. as a broker to support me with sales, such as long-term care and life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/20/2018 ADDRESS: 25 Wood Lane, Gaithersburg MD 20850, United States DESCRIPTION: I will use Capitol Metro to help me provide quotes for long-term care insurance and life insurance and place the business. 4) SARAH BURTON POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/08/2025 ADDRESS: 25 Wood Lane, Rockville MD 20850, United States DESCRIPTION: Create YouTube videos about Disney. Just became eligible to be monetized and earn compensation from YouTube but have not earned anything yet.' Also, I started the YouTube channel a while ago but was not eligible for monetization. I just became eligible on 9/8/2025 (see above).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-07 |
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