| Name: | OSAIC FA, INC. |
| Legal type: | Foreign Corporation |
| Status: | Inactive |
| Standing: | Bad |
| Profit or Non-Profit: | Profit |
| File Date: | 28 Apr 1969 (56 years ago) |
| Authority Date: | 28 Apr 1969 (56 years ago) |
| Last Annual Report: | 13 Jun 2023 (2 years ago) |
| Organization Number: | 0063814 |
| Principal Office: | 1301 SOUTH HARRISON STREET, FORT WAYNE, IN 46802 |
| Place of Formation: | INDIANA |
| Name | Role |
|---|---|
| KY SECRETARY OF STATE | Registered Agent |
| Name | Role |
|---|---|
| SHANTANU MISHRA | Treasurer |
| Name | Role |
|---|---|
| DAVID S. BERKOWITZ | President |
| Name | Role |
|---|---|
| DAVID S. BERKOWITZ | Director |
| JOHN R. DiMONDA | Director |
| MARION S. HALLIDAY | Director |
| ROBERT A. GRAF | Director |
| PAUL J. SAUERTEIG | Director |
| DONALD P. CONOVER | Director |
| CLIFFORD L. GAMBLE | Director |
| IAN M. ROLLAND | Director |
| Name | Role |
|---|---|
| HOLLEY K. MEYER | Assistant Secretary |
| Name | Role |
|---|---|
| CLAIRE H. HANNA | Secretary |
| Name | Role |
|---|---|
| HENRY F. ROOD | Incorporator |
| GORDON C. REEVES | Incorporator |
| JACK D. HUNTER | Incorporator |
| Name | Action |
|---|---|
| LINCOLN FINANCIAL ADVISORS CORPORATION | Old Name |
| Name | File Date |
|---|---|
| Revocation of Certificate of Authority | 2024-10-12 |
| Amended Cert of Authority | 2024-06-26 |
| Annual Report | 2023-06-13 |
| Annual Report | 2022-06-01 |
| Principal Office Address Change | 2021-01-04 |
| Annual Report | 2021-01-04 |
| Annual Report | 2020-06-13 |
| Annual Report | 2019-06-04 |
| Annual Report | 2018-06-22 |
| Principal Office Address Change | 2018-06-22 |
Sources: Kentucky Secretary of State
