Connor Mcdermott

Osaic Wealth, Inc.

Hunt Valley, MD

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Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2025-02-25
MD	RA	APPROVED	2025-02-25

DE RA
APPROVED

Since 2025-02-25
MD RA
APPROVED

Since 2025-02-25

Branch Locations

307 International Circle Suite 390, Hunt Valley, MD 21030 • United States

2036 Foulk Road Suite 104, Wilmington, DE 19810 • 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

Organization	City	State	From	To
Lincoln Financial Advisors Corporation	Wilmington	DE	03/2022	01/2025
Marketwise	Baltimore	MD	07/2018	03/2022
Towson University	Towson	MD	01/2014	07/2018
Osaic Wealth, Inc.	Wilmington	DE	01/2025	Present

03/2022 → 01/2025

Lincoln Financial Advisors Corporation

Wilmington, DE
07/2018 → 03/2022

Marketwise

Baltimore, MD
01/2014 → 07/2018

Towson University

Towson, MD
01/2025 → Present

Osaic Wealth, Inc.

Wilmington, DE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-15

S66 Uniform Combined State Law Examination

2025-02-15

Other Names

Connor Stephen Mcdermott

View on SEC IAPD

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BUSH RIVER TRUST, LLC

INDEPENDENT FINANCIAL PARTNERS

AE WEALTH MANAGEMENT, LLC

Other Investors

Andrew Benjamin Anthony

LANCE REID SCOTT

JOHN FRANCIS MORAN

Jack Richard Sweiderk

WILSON CROSBY TALIAFERRO

Cristina Polvinale Kothari

JOHN LUKE CHARLTON

Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD

ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD

GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD

BUSH RIVER TRUST, LLC · HUNT VALLEY, MD

OSAIC WEALTH, INC. · HUNT VALLEY, MD

INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD

AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

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