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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-24 |
Branch Locations
175 Federal Street Suite 1050, Boston, MA 02110 • United States
2 disclosure categories 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 | Boston | MA | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Boston | MA | 01/2025 | Present |
1. JACK S. FRIEL 175 FEDERAL STREET, SUITE 1050 BOSTON, MA 02110 CATEGORY:INSURANCE INVESTMENT-RELATED:Y TITLE: AGENT DUTIES: OFFERING TRADITIONAL LIFE INSURANCE, FIXED ANNUITIES, & FIXED LIFE SETTLEMENTS. START DATE:3/09 HOURS PER MONTH:5 HOURS PER MONTH DURING TRADING HOURS:5 2.LIFE INSURANCE & FIXED ANNUITIES SOLD THROUGH OUTSIDE GA'S/CARRIERS POSITION: Agent NATURE: sale of life insurance and annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/27/2009 ADDRESS: 175 Federal Street, Suite 1050, Boston MA 02110, United States DESCRIPTION: Act in an agent capacity
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