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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
2036 Foulk Road Suite 104, Wilmington, DE 19810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-04-29 |
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