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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Columbus | OH | 11/1999 | 01/2025 |
| Osaic Wealth, Inc. | Delaware | OH | 01/2025 | Present |
1) JOHN TITUS POSITION: Other - Tax Preparer NATURE: Do some tax returns for family members and close friends Most are pro bono INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1986 ADDRESS: 44 MADISON COURT, DELAWARE OH 43015, United States DESCRIPTION: Prepare tax returns 2) JOHN TITUS POSITION: Other - Health benefits, life, and DI broker NATURE: Sole Proprietorship - Traditional non-variable life and fixed annuity, disability, medical and dental benefits INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1986 ADDRESS: 44 MADISON COURT, DELAWARE OH 43015, United States DESCRIPTION: Medical benefits, term life, and DI broker
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-01 |
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