Donald Alan Mcdade

Current Employers

Employment History

• 06/2004 → 01/2025
  Lincoln Financial Advisors
  New Alexandria, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  New Alexandria, PA

Previous Registrations

• 2004-07-13 → 2025-01-24
  Osaic Fa, Inc.
  Pittsburgh, PA
  Canonsburg, PA
  Sewickley, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Canonsburg, PA
  New Alexandria, PA
  Williamsville, NY
• 1995-02-15 → 2003-12-19
  Veravest Investment Advisors, Inc.
  Pittsburgh, PA

Other Businesses

1) DONALD MCDADE 7467 STATE ROUTE 22 NEW ALEXANDRIA, PA 15670 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALES AND SERVICE OF DISABILITY INSURANCE, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE. START DATE: 04/01/1986 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5. 2) DONALD MCDADE 7467 STATE ROUTE 22 NEW ALEXANDRIA, PA 15670 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY, FIXED ANNUITIES, INDEX ANNUITIES, LTC & TRADITIONAL LIFE INSURANCE. START DATE: 04/06/2011 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1. 3) MCDADE AND ASSOCIATES, INC. 7467 STATE ROUTE 22 NEW ALEXANDRIA, PA 15670 CATEGORY: ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: CO-OWNER DUTIES: EXPENSE MANAGEMENT RE: FIXED LIFE INSURANCE SALES (ACCIDENT AND HEALTH INSURANCE, COMMISSION BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, LONG TERM CARE INSURANCE, AND TRADITIONAL FIXED LIFE INSURANCE). START DATE: 02/01/2018 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 5. 4) PREMIUM FINANCING OF FIXED LIFE INSURANCE POLICIES POSITION: Agent NATURE: Prospects or client may wish to use premium financing to pay for life insurance premiums on fixed life insurance policies. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/26/2012 ADDRESS: 7467 State Route 22, New Alexandria PA 15670, United States DESCRIPTION: Sell Fixed Life Insurance Policies 5) DONALD MCDADE POSITION: Agent NATURE: Solicitation of various fixed insurance products that meet client needs. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/1986 ADDRESS: 7467 State Route 22, New Alexandria PA 15670, United States DESCRIPTION: Solicitation of various fixed insurance products that meet client needs. 6) MOSAIC EMPLOYEE BENEFITS POSITION: Agent NATURE: Request authorization to market group fixed insurance products under the marketing name of Mosaic Employee Benefits to business owners. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2010 ADDRESS: 7467 State Route 22, New Alexandria PA 15670, United States DESCRIPTION: Solicit fixed insurance group insurance benefits to business owners under the name of Mosaic Employee Benefits 7) MCDADE AND ASSOCIATES INC. POSITION: Owner NATURE: This corporation will only be used to pay business expenses for Donald McDade. It will not be marketed in any way. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2018 ADDRESS: 7467 State Route 22, New Alexandria PA 15670, United States DESCRIPTION: I will transfer money's paid to me personally into this corporation to pay business expenses. The corporation is also licensed to sell fixed insurance products. 8) MOSAIC WEALTH CONSULTING POSITION: Private Wealth Advisor, Managing Advisor NATURE: Marketing name for my practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2006 ADDRESS: 7467 State Route 22, New Alexandria PA 15670, United States DESCRIPTION: This is my financial planning, investment management and insurance practice.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-11
• S63 Uniform Securities Agent State Law Examination
  1986-06-17