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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
8403 Colesville Road Suite 845, Silver Spring, MD 20910 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-10-19 |
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