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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
| PA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
370 Southpointe Boulevard Suite 200, Canonsburg, PA 15317-8537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Pittsburgh | PA | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Stuart | FL | 01/2025 | Present |
1) TIMOTHY DONOVAN, 370 SOUTHPOINTE BLVD., SUITE 200, CANONSBURG PA 15317 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS DISABILITY INCOME INSURANCE, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE AND FIXED LIFE SETTLEMENTS. START DATE: 1/1/2008 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 2) Name and address: Jack's Girls LLC., 199 Devinwood Dr., Pittsburgh, PA Category: Legal Entity Investment-Related: No Title: Partner Duties: entity used to rent condo Start Date: 11/2017 Hours per month: 0 Hours per month during trading hours: 0 3) FAMILYWEALTH MANANGEMENT GROUP POSITION: Director NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2014 ADDRESS: Suite 200, 370 Southpointe Blvd, Canonsburgh PA 15317, United States DESCRIPTION: financial planning and asset management. 4) FAMILYWEALTH MANAGEMENT GROUP LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 370 Southpointe Blvd, Suite 200, Canonsburg PA 15317, United States DESCRIPTION: sell life insurance, fixed annuities, disability ins and life settlements
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-02-03 |
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