Lawrence Charles Dibartolomeo

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1999 → 06/2022
  Lincoln Financial Advisors Corporation
  Cleveland, OH
• 06/2022 → 01/2025
  Lincoln Financial Advisors Corporation
  Orange Village, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Orange Village, OH

Previous Registrations

• 2000-01-01 → 2025-01-24
  Osaic Fa, Inc.
  Solon, OH
  Orange Village, OH
  Solon, OH

Other Businesses

1)DIBART INSURANCE AGENCY CORPORATION SOLON, OH 44139 CATEGORY: GROUP INSURANCE, GROUP BENEFITS CONSULTING, PROPERTY CASUALTY INSURANCE INVESTMENT RELATED: YES TITLE: PRESIDENT AND OWNER DUTIES: SALE OF GROUP INSURANCE GROUP INSURANCE CONSULTING REFERRAL OF PROPERTY CASUALTYSTART DATE: 1971 HRS PER MONTH: 25 HRS PER MONTH DURING TRAD HRS:10 2)LAWRENCE C. BARRETT ORANGE VILLAGE, OH 44122 CATEGORY: INSURANCE INV REL: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS FIXED, INDEXED, DISABILITY, LONG-TERM CARE, & LIFE INSURANCE START DATE:3/1/99 HRS PER MONTH: 15 HRS PER MONTH DURING TRADING HOURS:15 3)DIBART INSURANCE CORP PROFIT SHARING PLAN SOLON, OH 44139 CATEGORY: FIDUCIARY INV REL: YES TITLE: TRUSTEE DUTIES: OWNER/TRUSTEE OF ONE PARTICIPANT PROFIT SHARING PLAN START DATE: 1/1/90 HR PER MONTH: 0 HR PER MONTH DURING TRAD HR:0 4)LAWRENCE C. BARRETT ORANGE VILLAGE, OH 44122 CATEGORY: LIFE SETTLEMENTS INV RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED LIFE SETTLEMENTS START DATE:7/17/13 HR PER MONTH: 1 HR PER MONTH DURING TRAD HR:1 5)LAWRENCE BARRETT, LAWRENCE BARRETT DIBARTOLOMEO, LARRY DIBARTOLOMEO, LAWRENCE C DIBARTIOLOMEO, LARRY DIBARTOLOMEO IMDB SOLON, OH 44139 CATEGORY: MEDIA INV RELATED: NO TITLE: EMPLOYEE DUTIES: ACTING, BEING AN EXTRA, COMMERCIALS, AND VIDEO/PRINT MODELING. START DATE:7/22/13 HR PER MONTH:40 HR PER MONTH DURING TRAD HR:5 6)INDEPENDENT PHARMACY CONSULTING GROUP, LLC ORANGE VILLAGE, OH 44122 CATEGORY: LEGAL ENTITY/LLC INV REL: YES TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH PRACTICE RELATING TO WORKING WITH PHARMACISTS IS MARKETED AND MANAGED. START DATE:9/22/21 HR PER MONTH:20 HR PER MONTH DURING TRAD HR:20 UPDATE FORM BR: YES 7)LARRY DIBARTOLOMEO ENTERTAINMENT, LLC SOLON, OH 44139 CATEGORY: LEGAL ENTITY/LLC INV REL: NO TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH ACTING AND MODELING WORK IS MANAGED. START DATE:12/24/20 HR:30 HR PER MONTH DURING TRAD HR:10 8)DIBART INSURANCE AGENCY POS:Owner,Officer,President NATURE: Sale of individual fixed life, indexed life, fixed and indexed. Group insurance, group benefits consulting, property & casualty insurance, president and owner sales consulting INV RELATED: No #HR:25 SEC TRAD HR:10 START DATE:8/1/71 ADDY: Solon OH 44139 DESCR: Sale of individual fixed life, indexed life, fixed & indexed annuities. Group insurance, group benefits consulting, property & casualty insurance 9)INDEPENDENT PHARMACY CONSULTING GROUP LLC - INSURANCE POS:owner NAT: It is a LLC. Working with Independent Pharmacists INV REL: Yes #HR:5 SEC TRAD HR:2 START DATE:9/22/21 ADD: Solon OH 44122 DESCR: sale of fixed insurance/health/life/LTC/disability 10)INDEPENDENT PHARMACY CONSULTING GROUP, LLC - SECURITIES POS:Owner NAT: Marketing name to be used while working with pharmacists it is a LLC INVESTMENT RELATED: Yes NUMBER OF HOURS:20 SEC TRAD HR:5 START DATE:9/22/21 ADDY: Orange Village OH 44122 DESCR: My marketing name to work with pharmacists sale of securities and LTD partnership 11)LAWRENCE C DIBARTOLOMEO POS:Fiduciary NAT: Dorian Thompson Daughter RLT Successor Trustee Last Will & Testament Personal Rep General Durable POA Healthcare POA INV REL: No #HR:0 SEC TRAD HR:0 START DATE:2/14/08 ADDY: Solon OH 44139 DESCR: Dorian Thompson Daughter RLT Successor Trustee Last Will & Testament Personal Rep General Durable POA Healthcare POA 12)LAWRENCE C DIBARTOLOMEO POS:Trustee NAT: Toni Barrett, Spouse, Executor, RLT Successor Trustee, General Durable POA, Healthcare POA INV REL: No #HR:0 SEC TRADING HR: 0 START DATE:10/7/05 ADDY: Solon OH 44139 DESCR: Toni Barrett Spouse Executor RLT Successor Trustee General Durable POA Healthcare POA 13)LAWRENCE C. DIBARTOLOMEO POS:Trustee NAT: Camille Barrett Daughter Last Will & Testament Personal Rep General Durable POA Healthcare POA INV REL: No #HR: 0 SEC TRAD HR:0 START DATE:1/1/04 ADDY:Solon OH 44139 DESCRIPTION: Camille Barrett Daughter Last Will & Testament Personal Rep General Durable POA, Healthcare POA

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-12-11

Designations

• Chartered Financial Consultant

Other Names

• Lawrence Barrett Dibartolomeo
• Lawrence Charles Barrett