William George Brennan

Current Employers

Employment History

• 04/2002 → Present
  Brennan Financial Group
  Montchanin, DE
• 05/2012 → Present
  William Brennan
  Wilmington, DE
• 03/2016 → 06/2024
  Securities America Inc
  Wilmington, DE
• 03/2016 → 06/2024
  Securities America Advisors
  Wilmington, DE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Wilmington, DE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Wilmington, DE

Previous Registrations

• 2016-03-25 → 2024-06-14
  Securities America Advisors, Inc.
  Wilmington, DE
• 2013-10-07 → 2016-04-01
  Planmember Securities Corporation
  Wilmington, DE
  Horseshoe Bay, TX
• 2008-05-15 → 2013-10-07
  Veritrust Financial, Llc
  Windsor, VT
  Wilmington, DE
  Austin, TX

Other Businesses

1. BRENNAN FINANCIAL GROUP-3521 SILVERSIDE RD, QUILLEN BUILDING SUITE 2G-2, WILMINGTON, DE 19810; INVESTMENT RELATED; FINANCIAL & INSURANCE SALES & SVCS; OWNER; START DATE 4/02; 2. INSURANCE POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1983 ADDRESS: 6285 Limestone Road, Hockessin DE 19707, United States DESCRIPTION: Insurance Sales 3. BFG POSITION: agent NATURE: Implement insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1990 ADDRESS: 3521 SILVERSIDE RD STE 2G2, QUILLEN BLDG, WILMINGTON DE 19810, United States DESCRIPTION: Fixed insurance products through SA approved vendors 4. THE INN AT WESTWYND FARM POSITION: Jt Owner with spouse NATURE: Horse farm and Inn INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 32 START DATE: 07/02/2024 ADDRESS: 1620 Sand Beach Rd, Hummelstown PA 17036, United States DESCRIPTION: Maintaining of property. 5. BRENNAN FINANCIAL GROUP INC. POSITION: 100% shareholder NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2004 ADDRESS: 6285 Limestone Road, QUILLEN BLDG, Hockessin DE 19707, United States DESCRIPTION: In compliance with the articles of incorporation.

Exams

• S66 Uniform Combined State Law Examination
  1998-02-10

Designations

Other Names

• Brennan G William