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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Preston | MD | 01/2014 | 01/2025 |
| Osaic Wealth, Inc. | Preston | MD | 01/2025 | Present |
1) LAUREN LERCH 147 MAIN STREET PRESTON, MD 21655 CATEGORY: NOTARY PUBLIC INVESTMENT-RELATED: NO TITLE: NOTARY DUTIES: NOTARIZE DOCUMENTS. START DATE: 10/2021 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) FUCHS FINANCIAL, INC POSITION: Practice Manager NATURE: Payroll received from advisor Brent Fuchs (from selling RR to myself as a non-selling RR). INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/27/2014 ADDRESS: 147 Main St, Preston MD 21655, United States DESCRIPTION: I'm paid for the hours I worked from Brent Fuchs's S-Corp, Fuchs Financial- these are the hours that I work. 3) NOTARY POSITION: Self NATURE: State of Maryland Notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/04/2021 ADDRESS: 147 Main Street, Preston MD 21655, United States DESCRIPTION: Notarize / witness documents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-08 |
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