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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
400 West Pennsylvania Avenue, Towson, MD 21204 • United States
24 Frederick Road, Ellicott City, MD 21043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Ellicott City | MD | 09/1984 | 01/2025 |
| Osaic Wealth, Inc. | Towson | MD | 01/2025 | Present |
1) STONEBRIDGE ADVISORS, INC. 24 FREDERICK ROAD ELLICOTT CITY, MD 20143 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT/OWNER DUTIES: OFFERS ACCIDENT & HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, PROPERTY & CASUALTY INSURANCE, SERVICE FEE-BASED GROUP BENEFITS, AND TRADITIONAL LIFE INSURANCE. ENTITY USED TO PAY BUSINESS EXPENSES AND COLLECT RENTAL INCOME. START DATE: 03/2009 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 3. 2) ELLICOTT, LLC. 24 FREDERICK ROAD ELLIOT CITY, MD 21043 CATEGORY: REAL ESTATE MANAGEMENT INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OWNS 50% OF AND MAINTAINS COMMERCIAL BUILDING AND OVERSEE OPERATIONS. START DATE: 05/04/2003 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS:1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-17 |
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