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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-12
NJ RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
  • PA RA
    APPROVED
    Since 2025-05-12
  • NJ RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

West Chester, PA • United States

900 Haddon Avenue Suite 432, Collingswood, NJ 08108 • 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 Collingswood NJ 10/2022 01/2025
United States Navy Virginia Beach VA 10/2015 10/2022
Osaic Wealth, Inc. Collingswood NJ 01/2025 Present
  • 10/2022 → 01/2025
    Lincoln Financial Advisors Corporation
    Collingswood, NJ
  • 10/2015 → 10/2022
    United States Navy
    Virginia Beach, VA
  • 01/2025 → Present
    Collingswood, NJ
Previous Registrations
  • 2023-02-16 → 2025-01-24
    Osaic Fa, Inc.
    Collingswood, NJ
Other Businesses

1) KEVIN BYRNE 900 HADDON AVENUE SUITE 432 COLLINGSWOOD NJ 08108 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING TRADITIONAL FIXED LIFE INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, ACCIDENT AND HEALTH INSURANCE, LONG TERM CARE INSURANCE, DISABILITY INSURANCE START DATE: 06/23/2023 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) INTEGRITY 5 LLC/ENTITY FOR EXPENSE MANAGEMENT PURPOSES POSITION: Owner NATURE: This is an entity set up to manage the expenses associated with my Financial Planning Practice. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2025 ADDRESS: 900 Haddon Ave Suite 432, Collingswood NJ 08108, United States DESCRIPTION: Entity for business expenses associated with my Financial planning practice. 3) INTEGRITY 5 LLC 401K PROFIT SHARING PLAN POSITION: Trustee NATURE: Co Trustee of own 401k Profit Sharing Plan INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2025 ADDRESS: 900 Haddon Ave Suite 432, Collingswood NJ 08108, United States DESCRIPTION: Trustee of 401k Profit Sharing Plan for Integrity 5 LLC, organization co-owned by me and my business partner Marc Neumann

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-09
  • S66 Uniform Combined State Law Examination
    2023-02-09

View on SEC IAPD

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