Best Investors Account Sign in

Michael Anthony George

Osaic Wealth, Inc.

Cincinnati, OH

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-12
IN RA APPROVED 2025-01-24
KY RA APPROVED 2025-01-24
OH RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • FL RA
    APPROVED
    Since 2025-05-12
  • IN RA
    APPROVED
    Since 2025-01-24
  • KY RA
    APPROVED
    Since 2025-01-24
  • OH RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

8044 Montgomery Road Suite 530, Cincinnati, OH 45236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Cincinnati OH 09/1981 01/2025
Osaic Wealth, Inc. Cincinnati OH 01/2025 Present
  • 09/1981 → 01/2025
    Lincoln Financial Advisors Corporation
    Cincinnati, OH
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Cincinnati, OH
Previous Registrations
  • 1998-01-19 → 2025-01-24
    Osaic Fa, Inc.
    Cincinnati, OH
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-06-16
S63 Uniform Securities Agent State Law Examination 1985-10-31
  • S65 Uniform Investment Adviser Law Examination
    1995-06-16
  • S63 Uniform Securities Agent State Law Examination
    1985-10-31
Designations

View on SEC IAPD

Other Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
BAHL & GAYNOR LLC
BRIXEY & MEYER CAPITAL LLC
OPUS CAPITAL MANAGEMENT
FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MORGAN STANLEY

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor