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Joseph Michael Andersen

Osaic Wealth, Inc.

Bel Air, MD

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
  • MD RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

22 Linwood Avenue Suite A, Bel Air, MD 21014 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Advisers Group Corp Bel Air MD 09/2007 Present
Lincoln Financial Securities Corporation Bel Air MD 07/2008 01/2025
Osaic Wealth, Inc. Bel Air MD 01/2025 Present
  • 09/2007 → Present
    Independent Advisers Group Corp
    Bel Air, MD
  • 07/2008 → 01/2025
    Lincoln Financial Securities Corporation
    Bel Air, MD
  • 01/2025 → Present
    Bel Air, MD
Previous Registrations
  • 2002-11-01 → 2025-01-24
    Osaic Fs, Inc.
    Bel Air, MD
  • 2007-10-12 → 2016-12-22
    Independent Advisers Group Corp
    Bel Air, MD
  • 2007-10-01 → 2007-10-05
    Bel Air, MD
Other Businesses

1. MULLEN ANDERSEN & ASSOCIATES, 22 LINWOOD AVENUE, SUITE A BEL AIR, MD 21014 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE. START DATE: 9/1/1984 HOURS PER MONTH: 150 HOURS PER MONTH DURING TRADING HOURS: 10 2. NAME AND ADDRESS: LLC LINWOOD, 22 LINWOOD AVENUE, SUITE A, BEL AIR, MD 21014 CATEGORY: REAL ESTATE MANAGEMENT INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OWNS AND MANAGES REAL ESTATE PROPERTY. START DATE: 10/1/1998 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 3. LINWOOD DEVELOPMENT II LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2025 ADDRESS: 22 Linwood Avenue, Bel Air MD 21014, United States DESCRIPTION: Manage real estate rental property 4. LINWOOD DEVELOPMENT III LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2025 ADDRESS: 22 Linwood Avenue, Bel Air MD 21014, United States DESCRIPTION: Manage real estate rental property.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-09-03
  • S63 Uniform Securities Agent State Law Examination
    1996-09-03
Designations
Other Names
  • Joseph Michael Berzencki

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