Mary Darlene Canales

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 01/2025
  Lincoln Financial Securities Corporation
  San Antonio, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Antonio, TX

Previous Registrations

• 2012-10-11 → 2025-01-24
  Osaic Fs, Inc.
  San Antonio, TX
• 2009-01-02 → 2012-10-18
  Raymond James Financial Services Advisors, Inc
  San Antonio, TX
• 2006-12-14 → 2009-01-02
  Raymond James Financial Services, Inc.
  San Antonio, TX
  San Antonio, TX
• 1987-10-20 → 2006-07-20
  Waddell & Reed
  San Antonio, TX
  San Antonio, TX

Other Businesses

1) DARLENE CANALES 601 NW LOOP 410 SUITE 240 SAN ANTONIO TX, 78216 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS DISABILITY INSURANCE, EQUITY INDEXED ANNUITIES, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE. START DATE: 11/12/2012 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 10 2) DARLENE CANALES 306 EAST RECTOR STREET SAN ANTONIO, TX 78216 CATEGORY: NOTARY INVESTMENT-RELATED: NO TITLE: NOTARY DUTIES: NOTARIZE DOCUMENTS. START DATE: 03/2014 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3) DARLENE CANALES POSITION: Agent NATURE: Insurance agency. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2012 ADDRESS: 601 NW Loop 410, Ste. 240, San Antonio TX 78216, United States DESCRIPTION: sales pertaining to products checked above. 4) FIDUCIARY FATHER POSITION: Successor Trustee NATURE: name successor trustee for father's living trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/07/2003 ADDRESS: 306 E. Rector Dr, San Antonio TX 78216, United States DESCRIPTION: settling my parent's estate; there is only one property left in the trust

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-09-14

Other Names

• D Canales Garza
• Darlene Garza
• Mary Darlene Canales
• Mary Darlene Garza
• Darlene Canales