Osaic FS, Inc.
| Name: | Osaic FS, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 25 Nov 1969 (56 years ago) |
| Identification Number: | 000022057 |
| Place of Formation: | NEW HAMPSHIRE |
| Purpose: | BROKER-DEALER INVESTMENT ADVISOR AND INSURANCE AGENCY. |
| Historical names: |
Ulaico Equity Services, Inc. Chubb Securities Corporation Jefferson Pilot Securities Corporation Lincoln Financial Securities Corporation |
| Principal Address: |
1301 SOUTH HARRISON STREET, FORT WAYNE, IN, 46802, USA
|
NAICS
524210 Insurance Agencies and BrokeragesThis industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| CORPORATION SERVICE COMPANY | Agent | 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA |
| Name | Role | Address |
|---|---|---|
| JOHN DIMONDA | PRESIDENT | SUITE 255 18700 N HAYDEN RD SCOTTSDALE, AZ 85255 USA |
| Name | Role | Address |
|---|---|---|
| DAVID SCHMIDT | TREASURER | SUITE 255 18700 N HAYDEN RD SCOTTSDALE, AZ 85255 USA |
| Name | Role | Address |
|---|---|---|
| NINA MCKENNA | SECRETARY | SUITE 255 18700 N HAYDEN RD SCOTTSDALE, AZ 85255 USA |
| Name | Role | Address |
|---|---|---|
| MATTHEW SCHLUETER | DIRECTOR | SUITE 750 2300 WINDY RIDGE PARKWAY ATLANTA, GA 30339 USA |
| GREG CORNICK | DIRECTOR | SUITE 255 18700 N HAYDEN RD SCOTTSDALE, AZ 85255 USA |
| JOHN DIMONDA | DIRECTOR | SUITE 255 18700 N HAYDEN RD SCOTTSDALE, AZ 85255 USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2024-08-01 | Lincoln Financial Securities Corporation | Osaic FS, Inc. |
| Name Change | 2008-07-07 | Jefferson Pilot Securities Corporation | Lincoln Financial Securities Corporation |
| Name Change | 1998-01-01 | Chubb Securities Corporation | Jefferson Pilot Securities Corporation |
| Name Change | 1980-07-29 | Ulaico Equity Services, Inc. | Chubb Securities Corporation |
| Number | Name | File Date |
|---|---|---|
| 202458499030 | Application for Amended Certificate of Authority | 2024-08-01 |
| 202452470440 | Annual Report | 2024-04-25 |
| 202333923230 | Annual Report | 2023-04-25 |
| 202215439600 | Annual Report | 2022-04-22 |
| 202190922870 | Annual Report | 2021-02-12 |
This company hasn't received any reviews.
Date of last update: 17 May 2025
Sources: Rhode Island Department of State