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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-24 |
Branch Locations
3007 Fort Bragg Road, Fayetteville, NC 28303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Fayetteville | NC | 07/2008 | 01/2025 |
| Osaic Wealth, Inc. | Fayetteville | NC | 01/2025 | Present |
1) VANSTORY-EXEM GROUP 3007 FT BRAGG ROAD FAYETTEVILLE, NC 28303 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, TRADITIONAL LIFE INSURANCE AND PROPERTY/CASUALTY INSURANCE. START DATE: 9/15/2003 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 2) JAMES WILSON CLU CHFC 3007 FT BRAGG ROAD FAYETTEVILLE, NC 28303 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALE OF ACCIDENT INSURANCE, HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LONG-TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 12/1/1980 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-29 |
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