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OSAIC FA, INC.

Company Details

Name: OSAIC FA, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Foreign Corporation
Status: Inactive
Standing: Bad
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

President

Name Role
DAVID S. BERKOWITZ President

Assistant Secretary

Name Role
HOLLEY K. MEYER Assistant Secretary

Secretary

Name Role
CLAIRE H. HANNA Secretary

Treasurer

Name Role
SHANTANU MISHRA Treasurer

Director

Name Role
DAVID S. BERKOWITZ Director
JOHN R. DiMONDA Director
MARION S. HALLIDAY Director
PAUL J. SAUERTEIG Director
DONALD P. CONOVER Director
CLIFFORD L. GAMBLE Director
IAN M. ROLLAND Director
ROBERT A. GRAF Director

Registered Agent

Name Role
KY SECRETARY OF STATE Registered Agent

Incorporator

Name Role
HENRY F. ROOD Incorporator
GORDON C. REEVES Incorporator
JACK D. HUNTER Incorporator

Former Company Names

Name Action
LINCOLN FINANCIAL ADVISORS CORPORATION Old Name

Filings

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

Date of last update: 08 Jan 2025

Sources: Kentucky Secretary of State