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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
211 Grandview Drive Suite 236, Fort Mitchell, KY 41017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Fort Mitchell | KY | 12/2014 | 01/2025 |
| Osaic Wealth, Inc. | Fort Mitchell | KY | 01/2025 | Present |
1) KMK FINANCIAL GROUP 211 GRANDVIEW DRIVE, SUITE 240 FORT MITCHELL, KY 41017 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: PRESIDENT/AGENT DUTIES: OFFERS ACCIDENT & HEALTH INSURANCE, DISABILITY INSURANCE, INDEXED ANNUITIES, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE. START DATE: 12/2014 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 20.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-19 |
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