Jack Edward Driscoll

Current Employers

Employment History

• 12/1976 → Present
  Driscoll Insurance Agency
  Pittsburgh, PA
• 12/1976 → Present
  Driscoll Insurance & Financial Services
  Pittsburgh, PA
• 04/1980 → Present
  Travelers Ins Co.
  Hartford, CT
• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Pittsburgh, PA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Bethel Park, PA

Previous Registrations

• 2010-08-19 → 2023-09-01
  Osaic Services, Inc.
  Bethel Park, PA

Other Businesses

1. DRISCOLL FINANCIAL SERVICES, LLC; POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/07/2016; ADDRESS: 2738 South Park Road, Bethel Park PA 15102 DESCRIPTION: DBA for securities business 2. JACK DRISCOLL (OWNED RENTAL PROPERTY); POSITION: Owner NATURE: Individual Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2002 ADDRESS: 2738 South Park Road, Bethel Park PA 15102; DESCRIPTION: Manage our own personal real estate holdings 3. DRISCOLL INSURANCE & FINANCIAL SERVICES, INC; POSITION: Owner NATURE: Subchapter S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1987 ADDRESS: 2738 South Park Road, Bethel Park PA 15102; DESCRIPTION: Upon forming our newly created other three companies (Driscoll Insurance Services, LLC; Driscoll Financial Services, LLC; and Driscoll Tax Services, LLC) this company no longer conducts any financial services or insurance sales. Driscoll Insurance & Financial Services, Inc. now only does all our combined bookkeeping and accounting services. All payrolls and expenses are paid out of this one company. All income from the other 4* income sources are directed into Driscoll Insurance & Financial Services, Inc. to pay all shared expenses since all are in one office and it is not possible to allocate or separate expenses.*Our 4 income sources are now derived from the following separate entities and are no longer combined initially. Then they are all transferred into Driscoll Insurance & Financial Services, Inc. as our accounting firm to manage the shared expenses for the whole office. These 4 sources of income are as follows:1) Jack Driscoll - Securities Commissions& Fees2) Driscoll Financial Services, LLC - includes all marketing and sales as DBA for Securities Related Business, and all marketing and sales for non-Security Related Business such as fixed traditional annuities and life insurance3) Driscoll Insurance Services, LLC - comprises all our property & casualty insurance companies and business. Some fixed traditional insurance business will be conducted through this company also.4) Driscoll Tax Services, LLC - encompasses all of our current Income Tax Preparation business. We hope to expand this to full accounting services in the future. 4. DRISCOLL INSURANCE SERVICES LLC; POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 06/07/2016 ADDRESS: 2738 South Park Road, Bethel Park PA 15102 DESCRIPTION: Sales and Service of Property Casualty Insurance, Life, Accident, Health Insurance, and Fixed Annuities. 5. DRISCOLL FINANCIAL SERVICES, LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/07/2016 ADDRESS: 2738 South Park Road, Bethel Park PA 15102 DESCRIPTION: Financial Planning as a Registered Representative through Osaic, Fixed Indexed Annuities under the grid through Osaic along with all securities related products through the grid under Osaic. Income Tax Preparation as an OBA, Fixed Traditional Annuities as an OBA with various companies direct, Life Insurance as an OBA direct with carriers. 6. DRISCOLL ACCOUNTING SERVICES, LLC POSITION: 100% Sole Member NATURE: Full Service Accounting Practice, formed as LLC100% owned by Jack Driscoll individual sole member. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2023 ADDRESS: 2738 South Park Road, Bethel Park PA 15102 DESCRIPTION: Full Accounting Services to businesses and individuals. 7. DRISCOLL TAX SERVICES, LLC POSITION: Owner NATURE: Income Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 2738 South Park Road, Bethel Park PA 15102 DESCRIPTION: Supervising and Preparing Income Tax Returns, including meeting with and calling clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-01
• S63 Uniform Securities Agent State Law Examination
  1986-06-13