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Gerard Phillippe Viars

Osaic Wealth, Inc.

Wilmington, DE

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • DE RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

2036 Foulk Road Suite 104, Wilmington, DE 19810 • 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
Collender Griffith Change Assoc. Inc. Wilmington DE 04/1986 Present
Union Central Life Ins. Co. Cincinnati OH 05/1986 Present
Lincoln Financial Advisors Corporation Lutherville MD 08/1986 01/2025
Osaic Wealth, Inc. Wilmington DE 01/2025 Present
  • 04/1986 → Present
    Collender Griffith Change Assoc. Inc.
    Wilmington, DE
  • 05/1986 → Present
    Union Central Life Ins. Co.
    Cincinnati, OH
  • 08/1986 → 01/2025
    Lincoln Financial Advisors Corporation
    Lutherville, MD
  • 01/2025 → Present
    Wilmington, DE
Previous Registrations
  • 2001-01-01 → 2025-01-24
    Osaic Fa, Inc.
    Lutherville, MD
    Wilmington, DE
    Vienna, VA
    Wilmington, DE
Other Businesses

1) COLLENDER GRIFFITH CHANG AND ASSOCIATES, 2036 FOULK ROAD, STE 104, WILMINGTON, DE 19810 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT, HEALTH, AND DISABILITY INSURANCE, FIXED ANNUITIES, AND HEALTH SAVINGS ACCOUNTS. START DATE: 1/1/89 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2) COLLENDER-GRIFFITH-CHANG & ASSOCIATES, 2036 FOULK ROAD, STE 104, WILMINGTON, DE 19810 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT/OFFICER DUTIES: OFFERING EQUITY INDEXED ANNUITIES, GROUP INSURANCE, DISABILITY INSURANCE START DATE: 1/1/2013 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS:1 3) HERITAGE FINANCIAL CONSULTANTS, 2036 FOULK RD, STE 104, WILMINGTON DE 19810 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT/PARTNER DUTIES: OFFERS HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 11/2024 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 4) HERITAGE FINANCIAL CONSULTANTS,LLC POSITION: Agent/FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 307 International Circle, suite390, Hunt Valley MD 21030, United States DESCRIPTION: APG Payout with Heritage Financial Consultants LLC

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-04-29
  • S63 Uniform Securities Agent State Law Examination
    1992-04-29
Other Names
  • Gerard Phillipe Viars

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