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Robert Joseph Hartfield

Osaic Wealth, Inc.

West Chester, PA

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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
PA RA APPROVED 2025-01-24
  • DE RA
    APPROVED
    Since 2025-01-24
  • PA RA
    APPROVED
    Since 2025-01-24

Branch Locations

West Chester, PA • 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
Hartfield Advisors West Chester PA 09/2002 Present
Lincoln Financial Advisors Corporation West Chester PA 10/2008 01/2025
Osaic Wealth, Inc. West Chester PA 01/2025 Present
  • 09/2002 → Present
    Hartfield Advisors
    West Chester, PA
  • 10/2008 → 01/2025
    Lincoln Financial Advisors Corporation
    West Chester, PA
  • 01/2025 → Present
    West Chester, PA
Previous Registrations
  • 2008-12-16 → 2025-01-24
    Osaic Fa, Inc.
    West Chester, PA
    Blue Bell, PA
    West Chester, PA
  • 2004-06-21 → 2008-12-19
    West Chester, PA
    West Chester, PA
  • 2001-06-20 → 2004-09-02
    Smart Financial Advisors, Llc
    Devon, PA
Other Businesses

1) HARTFIELD ADVISORS INC 1404 M GORKY LANE WEST CHESTER, PA 19380 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT /SOLE PROPRIETOR DUTIES: OFFERING ACCIDENT INSURANCE, DISABILITY, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: 7/01/2002 HOURS PER MONTH: 60 HOURS PER MONTH DURING TRADING HOURS: 30 2) ROBERT HARTFIELD 1404 GORKY LANE WEST CHESTER PA 19380 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE:AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, COMMISSION BASED GROUP INSURANCE BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE:1/1/2002 HOURS PER MONTH: 25 HOURS PER MONTH DURING TRADING HOURS: 25 3) ROBERT J HARTFIELD JR. 1404 GORKY LANE WEST CHESTER, PA 19380 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT /PRESIDENT DUTIES: OFFERING HEALTH INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, LONG TERM CARE, AND TRADITIONAL LIFE INSURANCE START DATE: 7/20/2022 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 4) ROBERT J HARTFIELD JR POSITION: Agent, President NATURE: Insurance products non variable INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/20/2022 ADDRESS: 1404 Gorky Lane, West Chester PA 19380, United States DESCRIPTION: sell non variable insurance products 5) ROBERT HARTFIELD POSITION: Agent NATURE: Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/16/2023 ADDRESS: 1404 Gorky Lane, West Chester PA 19380, United States DESCRIPTION: Life insurance sales

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-08-13
  • S63 Uniform Securities Agent State Law Examination
    1992-08-13
Other Names
  • Robert J Hartfield

View on SEC IAPD

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