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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-01-24
  • OH RA
    APPROVED
    Since 2025-01-24

Branch Locations

7650 Rivers Edge Drive Suites 250, Columbus, OH 43235 • 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
Morgan Stanley Smith Barney Llc Columbus OH 01/2022 10/2023
Abercrombie New Albany OH 01/2019 10/2021
Jpmorgan Chase Columbus OH 01/2016 12/2018
Lincoln Financial Advisors Corporation Columbus OH 10/2023 01/2025
Osaic Wealth, Inc. Columbus OH 01/2025 Present
  • 01/2022 → 10/2023
    Morgan Stanley Smith Barney Llc
    Columbus, OH
  • 01/2019 → 10/2021
    Abercrombie
    New Albany, OH
  • 01/2016 → 12/2018
    Jpmorgan Chase
    Columbus, OH
  • 10/2023 → 01/2025
    Lincoln Financial Advisors Corporation
    Columbus, OH
  • 01/2025 → Present
    Columbus, OH
Previous Registrations
  • 2023-10-31 → 2025-01-24
    Osaic Fa, Inc.
    Columbus, OH
  • 2023-02-11 → 2023-11-08
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-10
  • S66 Uniform Combined State Law Examination
    2023-02-10

View on SEC IAPD

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