Colin Dennis Hatchard

Current Employers

Employment History

• 11/2008 → 10/2023
  Valic Financial Advisors, Inc.
  Haverhill, MA
• 12/2022 → 10/2023
  Agia
  Houston, TX
• 10/2023 → 01/2025
  Lincoln Financial Advisors
  Seabrook, NH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Seabrook, NH

Previous Registrations

• 2023-10-27 → 2025-01-24
  Osaic Fa, Inc.
  Seabrook, NH
  Hartford, CT
  Seabrook, NH
  Great Diamond Island, Portland, ME
• 2008-12-05 → 2023-11-15
  Valic Financial Advisors, Inc.
  Burlington, MA
  Hampton, NH
  Hampton, NH

Other Businesses

1. COLIN HATCHARD DBA HILDENE FINANCIAL GROUP 19 BATCHELDER ROAD SUITE 3 SEABROOK, NH 03874 CATEGORY: INSURANCE INVESTMENT RELATED: Y TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: 10/20/23 HRS PER MONTH: 5 HRS PER MONTH DURING TRADING HRS: 5 2. HILDENE FINANCIAL GROUP LLC 19 BATCHELDER ROAD SUITE 3 SEABROOK, NH 03874 CATEGORY: LLC/ENTITY INVESTMENT RELATED: N TITLE: CO-OWNER OF ENTITY/MEMBER DUTIES: ENTITY USED FOR BUSINESS EXPENSE MANAGEMENT PURPOSES START DATE: 10/20/23 HRS PER MONTH: 5 HRS PER MONTH DURING TRADING HRS: 5 3. EXCALIBUR WEALTH ADVISORY LLC 175 FEDERAL STREET SUITE 1050 BOSTON MA 02110 CATEGORY: ENTITY/LLC INVESTMENT RELATED: NO TITLE: CO-OWNER OF ENTITY /PARTNER/MEMBER DUTIES: ENTITY USED FOR BUSINESS EXPENSE MANAGEMENT PURPOSES START DATE:10/27/23 HRS PER MONTH: 1 HRS PER MONTH DURING TRADING HRS: 1 4. THE HATCHARD FAMILY TRUST POSITION: Trustee NATURE: This is a revokable Family Trust with myself and my wife as Trustees, intended to hold ownership of physical property, brokerage account(s) and bank account(s). Currently the Trust only holds one physical property, a condo located at 1223 Coliseum St, Unit 2 New Orleans LA 70130. We will be moving our primary residence, 127 Valley Ave, Portland Me 04109 into the trust in the next few months. Trust activities are reported under my social security number. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/04/25 ADDRESS: 127 Valley Ave, Portland ME 04112 DESCRIPTION: This is a revokable Family Trust with myself and my wife as Trustees, intended to hold ownership of physical property, brokerage account(s) and bank account(s). My responsibilities are minimal once assets are under Trust ownership the majority of work is associated with the initial retitling of assets. 5. COLISEUM STREET CONDOMINIUM ASSOCIATION, INC. POSITION: director NATURE: It is a corporation, and it is in good standing with the State of Louisiana. This is a very small condominium association comprising 3 units. The owners of the units are all directors of the corporation and share expenses related to the upkeep, repair and insurance of the building's exterior. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2025 ADDRESS: 1223 Coliseum Street, New Orleans #2, Unit 2, New Orleans LA 70130, United States DESCRIPTION: assisting with organizing or performing activities related to the upkeep, repair and insurance of the building's exterior. 6. SPOUSE POA POSITION: POA NATURE: Power of Attorney on my wife as part of our Estate Planning process, she has a reciprocal POA on me. In process of being completed estimated date is 9/1/25 INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 127 Valley Ave, Portland ME 04109 DESCRIPTION: POA over my wife's accounts and assets in the event that it is needed to complete transactions on her behalf. 7. COLIN HATCHARD POSITION: owner/manager NATURE: sole proprietor, rental of my personal residential property, INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/06/2026 ADDRESS: 1225 Coliseum Street, New Orleans LA 70130 DESCRIPTION: maintaining property, reviewing tenant applications, collection of rent, property is promoted via real estate agent as is first line screening of tenant applications 8. HATCHARD NOLA RENTAL POSITION: owner/manager NATURE: sole proprietor, rental of my personal residential property, INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/06/2026 ADDRESS: 1225 Coliseum Street, New Orleans LA 70130 DESCRIPTION: maintaining property, reviewing tenant applications, collection of rent, property is promoted via real estate agent as is first line screening of tenant applications

Exams

• S66 Uniform Combined State Law Examination
  2008-11-21

Designations