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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
8219 Leesburg Pike Suite 200, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Vienna | VA | 12/2002 | 01/2025 |
| Osaic Wealth, Inc. | Vienna | VA | 01/2025 | Present |
1) MARY E. ELLISON 8219 LEESBURG PIKE SUITE200 IN VIENNA VA 221821 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, COMMISSION BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE PRODUCTS AND HEALTH SAVINGS ACCOUNTS START DATE: 1/2009 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80 MARY E ELLISON POSITION: Agent NATURE: Providing insurance, group medical, dental and disability benefits to business/nonprofit clients INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2009 ADDRESS: 8219 Leesburg Pike, Suite 200, Vienna VA 22182, United States DESCRIPTION: Offer group benefits, long term care or fixed annuity products to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-15 |
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