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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-24 |
Branch Locations
241-B Willbrook Blvd, Pawleys Island, SC 29585 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Keith And Associates | Columbia | SC | 06/1982 | Present |
| Lincoln Financial Securities | Pawleys Island | SC | 07/2008 | 01/2025 |
| Osaic Wealth, Inc. | Pawleys Island | SC | 01/2025 | Present |
1) ROBERT KEITH 241-B WILLBROOK BOULEVARD PAWLEYS ISLAND, SC 29585 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE: 6/1992 HOURS PER MONTH: 120 HOURS PER MONTH DURING TRADING HOURS: 120 2) CREATIVE FINANCIAL STRATEGIES 241-B WILLBROOK BOULEVARD PAWLEYS ISLAND, SC 29585 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: VP DUTIES: DBA FOR FIXED INSURANCE. START DATE: 09/01/2003 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 3) ROBERT KEITH 241-B WILLBROOK BOULEVARD PAWLEYS ISLAND, SC 29585 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT & HEALTH, DISABILITY, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE ALONG WITH COMMISSION-BASED GROUP BENEFITS, LIFE SETTLEMENTS AND FIXED-INDEXED AND FIXED ANNUITIES. START DATE: 06/1992 HOURS PER MONTH: 120 HOURS PER MONTH DURING TRADING HOURS: 120 4)ALPHA OMEGA WEALTH PARTNERS 241-B WILLBROOK BLVD PAWLEYS ISLAND SC 29585 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALE ANS SERVICE OF ACCIDENT INSURANCE, HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 7/23/2024 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 12
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-26 |
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