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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-23 |
| FL | RA | APPROVED | 2025-01-24 |
| PA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
2200 Georgetowne Drive Suite 100, Sewickley, PA 15143 • United States
Bonita Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Bonita Springs | FL | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Sewickley | PA | 01/2025 | Present |
1) FAMILY WEALTH MANAGEMENT GROUP, LLC 23850 VIA ITALIA CIRCLE SUITE 2005 BONITA SPRINGS, FL 34134 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, TRADITIONAL LIFE INSURANCE, FIXED/INDEXED ANNUITIES, AND FIXED LIFE SETTLEMENTS START DATE: 06/11/1979 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) DOUGLAS KNABLE 23850 VIA ITALIA CIRCLE SUITE 2005 BONITA SPRINGS, FL 34134 CATEGORY: MEDIA INVESTMENT-RELATED: NO TITLE: AUTHOR DUTIES: CO-AUTHORED A BOOK "MASTERING YOUR FINANCIAL SUCCESS" START DATE: 09/15/2019 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-07-18 |
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