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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-01-24 |
Branch Locations
201 Office Park Dr Suite 300, Birmingham, AL 35223-2424 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Birmingham | AL | 12/1976 | 01/2025 |
| Osaic Wealth, Inc. | Birmingham | AL | 01/2025 | Present |
1) SAIA FINANCIAL SERVICES POSITION: Agent NATURE: Employee Benefits- Group Life, Dental, Vision, Medical, Disability, Individual Insurance. Fixed Annuities, Life Settlements. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/16/1976 ADDRESS: 201 Office Park Drive, Suite 300, Birmingham AL 35223, United States DESCRIPTION: Market, promote, sell and receive commissions from the sale of these products. Group Life, Disability, Dental, Medical, Vision, Fixed Annuities and Individual Life, Life Settlements with, but not limited to, Guardian Life, MetLife, Standard Life, Delta Dental, VSP, John Hancock, Western United, Welcome Funds, Ashar Group.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-17 |
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