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Leigh Stevenson Joseph

Osaic Wealth, Inc.

Newark, DE

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-06-14
  • DE RA
    APPROVED
    Since 2024-06-14

Branch Locations

6285 Limestone Road, Newark, DE 19707 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brennan Financial Group Wilmington DE 10/2007 Present
Securities America Inc. Wilmington DE 08/2016 06/2024
Securities America Advisors Wilmington DE 09/2016 06/2024
Osaic Wealth, Inc. Wilmington DE 06/2024 Present
  • 10/2007 → Present
    Brennan Financial Group
    Wilmington, DE
  • 08/2016 → 06/2024
    Securities America Inc.
    Wilmington, DE
  • 09/2016 → 06/2024
    Securities America Advisors
    Wilmington, DE
  • 06/2024 → Present
    Wilmington, DE
Previous Registrations
  • 2016-09-27 → 2024-06-14
    Securities America Advisors, Inc.
    Wilmington, DE
  • 2014-08-06 → 2016-04-04
    Farmingville, NY
    Wilmington, DE
Other Businesses

1. BRENNAN FINANCIAL GROUP-DBA 2. MEDLAB LOGISTICS PAYROLL POSITION: Owner NATURE: Medlab Logistics Payroll and Bookkeeping. It was just my husbands business. I am now a 50% owner. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: 174 W shelley drive, Claymont DE 19703, United States DESCRIPTION: I process payroll and bookkeeping duties, human resources. I do get paid. 3. BRENNAN FINANCIAL GROUP INC POSITION: Bookkeeper NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2007 ADDRESS: 6285 Limestone Road, Hockessin DE 19707, United States DESCRIPTION: I am bookkeeper for Brennan Financial Group.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-06
  • S66 Uniform Combined State Law Examination
    2014-08-06
Other Names
  • Leigh Ellen Stevenson

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