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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-08
DC RA APPROVED 2025-01-24
MD RA APPROVED 2025-01-24
PA RA APPROVED 2025-01-24
VA RA APPROVED 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-05-08
  • DC RA
    APPROVED
    Since 2025-01-24
  • MD RA
    APPROVED
    Since 2025-01-24
  • PA RA
    APPROVED
    Since 2025-01-24
  • VA RA
    APPROVED
    Since 2025-01-24

Branch Locations

8403 Colesville Road Suite 845, Silver Spring, MD 20910 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
The Lincoln National Life Insurance Company Chevy Chase MD 01/1996 Present
Lincoln Financial Advisors Corporation Silver Spring MD 01/1996 01/2025
Osaic Wealth, Inc. Silver Spring MD 01/2025 Present
  • 01/1996 → Present
    The Lincoln National Life Insurance Company
    Chevy Chase, MD
  • 01/1996 → 01/2025
    Lincoln Financial Advisors Corporation
    Silver Spring, MD
  • 01/2025 → Present
    Silver Spring, MD
Previous Registrations
  • 1997-02-24 → 2025-01-24
    Osaic Fa, Inc.
    Chevy Chase, MD
    Silver Spring, MD
Other Businesses

1) LIFE INSURANCE WITH BROKERAGE COMPANIES;LIFE SETTLEMENT-1/1/08 TO PRESENT-1 TRADING HOUR; 2) REAL ESTATE/OFFICE SPACE LEASE-NOT INVESTMENT RELEATED-8/1/06 TO PRESENT-2 NONTRADING HOURS PER MONTH. 3) BAILEY WEALTH ADVISORS, LLC 8403 COLESVILLE RD SUITE 845 SILVER SPRING, MD 20910 CATEGORY: INSURANCE/LLC INVESTMENT-RELATED: YES TITLE: AGENT/OWNER DUTIES: ASSIST CLIENTS WITH DISABILITY INSURANCE, FIXED ANNUITIES, LIFE SETTLEMENTS, AND TRADITIONAL LIFE INSURANCE. START DATE: 01/01/2008 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 4)BAILEY WEALTH ADVISORS, LLC, 8403 COLESVILLE RD, STE 845, SILVER SPRING MD CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY CREATED FOR BUSINESS EXPENSES AND RESPONSIBILITIES START DATE: 01/2015 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 40 5) GEORGE B. THOMAS LEARNING ACADEMY POSITION: Board member NATURE: Non-Profit Organization Educational achievement programs for underserved and at-risk youth INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/15/2015 ADDRESS: 17528 Ashton Forest Terr, Sandy Spring MD 20860, United States DESCRIPTION: Assist in developing long term direction of the organization, evaluating its public outreach, analyzing its financial position as well as analyzing current and future strategic programs for effectiveness

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-10-19
  • S63 Uniform Securities Agent State Law Examination
    1984-10-19
Other Names
  • Eric D Bailey

View on SEC IAPD

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