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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-01-24 |
Branch Locations
2036 Foulk Road Suite 104, Wilmington, DE 19810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Lutherville | MD | 05/1998 | 01/2025 |
| Osaic Wealth, Inc. | Wilmington | DE | 01/2025 | Present |
1)LORI RUTKOWSKI 2036 FOULK ROAD SUITE 104 WILMINGTON, DE 19810 CATEGORY:NOTARY PUBLIC INVESTMENT-RELATED:NO TITLE: NOTARY DUTIES: PROVIDE NOTARY SERVICES IN THE STATE OF DELAWARE START DATE:3/1/2012 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS:1 2) FUCHS FINANCIAL INC. POSITION: Practice Manager NATURE: This OBA reflects the payroll we receive for our employment by Brent Fuchs, supporting him as a reg. representative with Osaic. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2020 ADDRESS: 147 Main Street, PO Box 40, Preston MD 21655, United States DESCRIPTION: client/account servicing trading on behalf the rep. administrative duties on behalf of the rep.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-03 |
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