Geoffrey Lynn Newman

Current Employers

Employment History

• 08/2003 → Present
  Newman Funeral Homes
  Grantsville, MD
• 02/2013 → 03/2019
  H.BEck, Inc.
  Bethesda, MD
• 05/2018 → 03/2019
  Smi Financial, Llc
  Odenton, MD
• 03/2019 → 06/2024
  Securities America, Inc.
  Rockville, MD
• 03/2019 → 06/2024
  Securities America Advisors, Inc.
  Rockville, MD
• 06/2024 → Present
  Osaic Wealth, Inc.
  Rockville, MD

Previous Registrations

• 2019-04-08 → 2024-06-14
  Securities America Advisors, Inc.
  Damascus, MD
  Rockville, MD
• 2016-06-10 → 2019-03-29
  Grove Point Investments, Llc
  Rockville, MD
  Alexandria, VA

Other Businesses

1. Newman Financial Advising Position: Employee Nature: Advisory Investment Related: Yes Hours: 100 Securities Trading Hours: 40 Start Date: 04/01/2019 Address: 9920 DICKENS AVE, BETHESDA, MD 20814 2. NEWMAN FUNERAL HOMES PA POSITION: Vice President NATURE: Funeral Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 4/1/19 ADDRESS: 179 Miller St, Grantsville MD 21536, United States DESCRIPTION: Vice President and Board Member 3. DBA: NEWMAN FINANCIAL ADVISING 4. DC SOCIETY, SON'S OF THE AMERICAN REVOLUTION POSITION: At-Large Board Member NATURE: Lineage Society (Fraternal) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2020 ADDRESS: 1801 E St SE, Washington DC 20003 DESCRIPTION: Volunteer based organization 5. FIXED INSURANCE BUSINESS POSITION: Employee NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 6100 Executive Blvd, Suite 450, Rockville MD 20852 DESCRIPTION: Soliciting based on the clients needs 6. SHRINERS CHILDREN'S HOSPITAL, PHILADELPHIA POSITION: Associate Board Member NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2025 ADDRESS: 3551 N Board St, Philadelphia PA 19140 DESCRIPTION: As a non-voting member, I'm on various committees assigned by the exec board members. 7. DC SOCIETY, SON'S OF THE AMERICAN REVOLUTION POSITION: President NATURE: Lineage Society (Fraternal) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2020 ADDRESS: 1801 E St SE, Washington DC 20003, United States DESCRIPTION: Volunteer based organization 8. FIXED INSURANCE BUSINESS POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 10 Post Office Rd, Suite 222, Silver Spring MD 20910, United States DESCRIPTION: Soliciting based on the clients needs

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-23
• S63 Uniform Securities Agent State Law Examination
  2009-08-25

Other Names

• Geoff Lynn Newman