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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-01-24 |
Branch Locations
3165 East Millrock Drive Suite 300, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Salt Lake City | UT | 04/2011 | 01/2025 |
| Osaic Wealth, Inc. | Salt Lake City | UT | 01/2025 | Present |
NAME AND ADDRESS: JORDAN ANDREW, 3165 MILLROCK DR., STE. 300, HOLLADAY, UT 84121 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT & HEALTH, DISABILITY, AND TRADITIONAL LIFE INSURANCE; FIXED AND EQUITY-INDEXED ANNUITIES; HEALTH SAVINGS ACCOUNTS; FIXED LIFE SETTLEMENTS; AND FIXED LIFE PREMIUM FINANCING. START DATE: 04/18/11 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-31 |
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