Brian Walsh

Current Employers

Employment History

• 11/2013 → 04/2017
  Lincoln Financial Distributors
  Radnor, PA
• 05/2017 → Present
  Walsh & Nicholson Financial Group
  Wayne, PA
• 05/2017 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 05/2017 → 01/2023
  Ameritas Investment Corp
  Lincoln, NE
• 08/2019 → Present
  Vested Advisors, Llc
  Wayne, PA
• 05/2021 → Present
  The Ascent Group, Llc
  Wayne, PA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Wayne, PA

Previous Registrations

• 2017-06-09 → 2021-11-05
  Ameritas Investment Company, Llc
  Wayne, PA
  Lincoln, NE
  Freeport, NY
  Lansdale, PA
  Lansdale, PA

Other Businesses

1)The Ascent Group,LLC;investment related;5029 Corporate Woods Dr,Ste 200,Virginia Beach,VA 23462;llc;partner;3/12/2021;100 hrs/month;100 hrs during trading;RIA will operate as hybrid RIA 2)Fixed insurance-multiple carriers;investment related;119 W Wayne Ave,Wayne,PA 19087;licensed as an independent insurance agent for the purpose of selling fixed insurance products;broker;5/1/2017;160 hrs/month;160 hrs during trading;sell fixed insurance products 3)Vested Advisors;investment related;480 Pennbrook Pkwy,Lansdale,PA 19446;LLC;owner;8/1/2019;160 hrs/month;160 hrs during trading;financial plan services and investment advice services 4)Walsh & Nicholson Financial Group;investment related;119 W Wayne Ave,Wayne,PA 19098;investment and insurance business,sales-employee;sales-employee;5/1/2017;160 hrs/month;130 hrs during trading;provide financial plan services and investment advice services 5)Cruzen; Investment related: no; 512 Fishers Rd, Bryn Mawr, PA 19010; Nature or Structure of Business: LLC; Position: owner; Start date: 06/14/2024; hours per month: 30; securities trading hours 0; Duties: owner of an app for mobile services

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-06
• S63 Uniform Securities Agent State Law Examination
  2013-11-27

Designations

Other Names

• Brian Patrick Walsh
• Brian Walsh
• Brian Walsh