Best Investors Account Sign in

Andrew Strickland Martin

Osaic Wealth, Inc.

Birmingham, AL

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-01-24
  • AL RA
    APPROVED
    Since 2025-01-24

Branch Locations

2000 Providence Park Suite 200, Birmingham, AL 35242 • 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
OrganizationCityStateFromTo
First Protective Insurance Group Birmingham AL 03/1983 01/2019
Proequities, Inc. Birmingham AL 09/1986 01/2019
Lincoln Financial Securities Birmingham AL 01/2019 01/2025
Osaic Wealth, Inc. Birmingham AL 01/2025 Present
  • 03/1983 → 01/2019
    First Protective Insurance Group
    Birmingham, AL
  • 09/1986 → 01/2019
    Proequities, Inc.
    Birmingham, AL
  • 01/2019 → 01/2025
    Lincoln Financial Securities
    Birmingham, AL
  • 01/2025 → Present
    Birmingham, AL
Previous Registrations
  • 2019-02-01 → 2025-01-24
    Osaic Fs, Inc.
    Birmingham, AL
    Birmingham, AL
    Birmingham, AL
    Radnor, PA
  • 1995-06-21 → 2019-02-28
    Concourse Financial Group Securities, Inc.
    Birmingham, AL
    Birmingham, AL
    Birmingham, AL
Other Businesses

1) PROVIDENCE BENEFITS LLC / PROVIDENCE PARTNERS 2000 PROVIDENCE PARK, STE 200 BIRMINGHAM AL CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OFFERS HEALTH INSURANCE, FIXED/INDEXED ANNUITIES, COMMISSION=BASED GROUP BENEFITS, LIFE SETTLEMENTS, TRADITIONAL LIFE INSURANCE START DATE: 06/2017 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 30 2) KAM FAMILY PROPERTIES LLC DBA PROVIDENCE STAYS 1139 GREYMOUR RD BIRMINGHAM AL CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY OWNS RENTAL PROPERTIES START DATE: 02/2012 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 3) PROVIDENCE PREMIER PROPERTIES LLC BIRMINGHAM AL CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: YES TITLE: OWNER DUTIES: ENTITY OWNS RENTAL PROPERTIES START DATE: 12/2021 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 2 4) PROVIDENCE STAYS, LLC 2000 PROVIDENCE PARK STE 200 BIRMINGHAM AL CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY CREATED TO HOLD LAND START DATE: 04/2023 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-21
S63 Uniform Securities Agent State Law Examination 1986-12-22
  • S65 Uniform Investment Adviser Law Examination
    1999-12-21
  • S63 Uniform Securities Agent State Law Examination
    1986-12-22
Designations
Other Names
  • Andy Martin

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Birmingham, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor