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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-05-08
MD RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • VA RA
    APPROVED
    Since 2025-05-08
  • MD RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

8219 Leesburg Pike Suite 200, Vienna, VA 22182 • United States

Brambleton, VA • 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
Lincoln Financial Advisors Corporation Rockville MD 06/2013 01/2025
Osaic Wealth, Inc. Rockville MD 01/2025 Present
  • 06/2013 → 01/2025
    Lincoln Financial Advisors Corporation
    Rockville, MD
  • 01/2025 → Present
    Rockville, MD
Previous Registrations
Other Businesses

1) ROYTMAN CONSULTING POSITION: Agent NATURE: making money, provide clients with fixed annuities and term life insurance. Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2013 ADDRESS: 22807 Vickery Park Drive, Brambleton VA 20148, United States DESCRIPTION: sell term life and fixed annuities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-16
S63 Uniform Securities Agent State Law Examination 2012-03-20
  • S65 Uniform Investment Adviser Law Examination
    2012-11-16
  • S63 Uniform Securities Agent State Law Examination
    2012-03-20

View on SEC IAPD

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