Kevin James Lanahan

Current Employers

Employment History

• 02/1996 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Morristown, NJ

Previous Registrations

• 2004-09-07 → 2018-11-02
  Signator Investors, Inc.
  Roseland, NJ
  Morristown, NJ

Other Businesses

1. INS BROKERAGE & HEADQUARTERS FINANCIAL GROUP, INC...INSURANCE BROKER-LIFE ANNUITIES....INSURANCE BROKER-HEALTH AND GROUP.... 2. HEADQUARTERS FINANCIAL GROUP INC. POSITION: Advisor NATURE: advisory and securities under the Royal Alliance corporate RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 04/01/1987 ADDRESS: 1 Cattano Ave, Morristown NJ 07960, United States DESCRIPTION: working with third party managers, general securities accounts, help individuals manage assets in line with risk tolerance and investment objectives to help reach their financial goals and objectives 3. MENDHAM AREA SENIOR HOUSING BOARD POSITION: Board Trustee NATURE: non profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: One Heritage Manor Drive, Mendham NJ 07945, United States DESCRIPTION: attend board meetings and offer advice and assistance as needed

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-16
• S63 Uniform Securities Agent State Law Examination
  1988-01-04