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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-24 |
| NJ | RA | APPROVED | 2025-01-24 |
| NC | RA | APPROVED | 2025-01-24 |
| PA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
One Columbus Center Suite 800, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Virginia Beach | VA | 03/2002 | 01/2025 |
| Osaic Wealth, Inc. | Virginia Beach | VA | 01/2025 | Present |
1) JONATHAN MUHLENDORF, 9643 24TH BAY STREET, NORFOLK VA 23518 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, TRADITIONAL LIFE INSURANCE, DISABILITY INSURANCE, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE START DATE: 1/1/2009 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 0 2) John Muhlendorf, One Columbus Center, Suite 800, Virginia Beach VA 23462 Category: Life Settlements Investment Related: Yes Title: Agent Duties: assist clients with life settlements of fixed life policies Start Date: 10/2016 Hours per Month: 2 Hours per Month during trading hours: 1 3) JONATHAN MUHLENDORF POSITION: Sales Person NATURE: Health Insurance Agent/ Fixed Life Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: One Columbus CTR STE 800, Virginia Beach VA 23462, United States DESCRIPTION: Assist customers with purchase of fixed life insurance and health insurance if appropriate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-25 |
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