Tara Ann Mccafferty

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-04-17

FL RA
APPROVED

Since 2026-04-17

Branch Locations

Pompano Beach, FL • United States

2005 Vista Pkwy Ste 112, West Palm Beach, FL 33411 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Metlife Investors Distribution Company	Charlotte	NC	06/2016	03/2017
Brighthouse Securities, Llc	Charlotte	NC	03/2017	01/2026
Osaic Wealth, Inc.	West Palm Beach	FL	02/2026	Present

06/2016 → 03/2017

Metlife Investors Distribution Company

Charlotte, NC
03/2017 → 01/2026

Brighthouse Securities, Llc

Charlotte, NC
02/2026 → Present

Osaic Wealth, Inc.

West Palm Beach, FL

Previous Registrations

2012-10-12 → 2013-09-12

Signator Investors, Inc.

Boston, MA

Oakland Park, FL
2011-04-06 → 2013-09-06

Manulife Investment Management (Us) Llc

Boston, MA

Oakland Park, FL
2009-01-06 → 2010-12-31

John Hancock Investment Management Llc

Oakland Park, FL

Boston, MA
2002-10-17 → 2006-12-31

John Hancock Distributors Llc

Oakland Park, FL

Boston, MA

Other Businesses

TARA MCAFFERTY POSITION: Owner agent NATURE: Sole Propiertorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/23/2026 ADDRESS: 964 SE 9th Ave, Pompano Beach FL 33060, United States DESCRIPTION: Provide Fixed Annuities or LTC based on client needs

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-04-14
S63	Uniform Securities Agent State Law Examination	1999-09-24

S65 Uniform Investment Adviser Law Examination

2026-04-14
S63 Uniform Securities Agent State Law Examination

1999-09-24

View on SEC IAPD