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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-24 |
Branch Locations
100 Jericho Quadrangle Suite 120, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Syosset | NY | 09/1999 | 08/2022 |
| Lincoln Financial Advisors | Jericho | NY | 08/2022 | 01/2025 |
| Osaic Wealth, Inc. | Jericho | NY | 01/2025 | Present |
1. SCHUMAN ASSOCIATES POSITION: Partner - General NATURE: sale and service of fixed insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 05/01/1999 ADDRESS: 1 Jericho Quadrangle, Suite 120, Jericho NY 11753, United States DESCRIPTION: sale and service of fixed insurance products 2. BRADLEY H. SCHUMAN POSITION: Self NATURE: Sale and service of fixed insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 05/01/1999 ADDRESS: 100 Jericho Quadrangle, Suite 120, Jericho NY 11753, United States DESCRIPTION: Sale and service of fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-02 |
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