| Entity Name: | OSAIC FS, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 26 Mar 1970 |
| Business ALEI: | 0047142 |
| Annual report due: | 26 Mar 2025 |
| NAICS code: | 524210 - Insurance Agencies and Brokerages |
| Business address: | 1301 SOUTH HARRISON STREET, FORT WAYNE, IN, 46802, United States |
| Mailing address: | 1301 SOUTH HARRISON STREET, FORT WAYNE, IN, United States, 46802 |
| Place of Formation: | NEW HAMPSHIRE |
| E-Mail: | Compliancemail@cscinfo.com |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| DAVID S. BERKOWTIZ | Director | 2005 MARKET STREET, ONE COMMERCE SQUARE, PHILADELPHIA, PA, 19103, United States | 2005 MARKET STREET, ONE COMMERCE SQUARE, PHILADELPHIA, PA, 19103, United States |
| JAMES STAFFORD MOSER | Director | 100 NORTH GREENE STREET, GREENSBORO, NC, 27401, United States | 100 NORTH GREENE STREET, GREENSBORO, NC, 27401, United States |
| MARION S. HALLIDAY | Director | 1301 SOUTH HARRISON STREET, FORT WAYNE, IN, 46802, United States | 1301 SOUTH HARRISON STREET, FORT WAYNE, IN, 46802, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| JAMES STAFFORD MOSER | Officer | 100 NORTH GREENE STREET, GREENSBORO, NC, 27401, United States | 100 NORTH GREENE STREET, GREENSBORO, NC, 27401, United States |
| ADAM M. COHEN | Officer | 1301 SOUTH HARRISON STREET, FORT WAYNE, IN, 46802, United States | 1301 SOUTH HARRISON STREET, FORT WAYNE, IN, 46802, United States |
| CLAIRE H. HANNA | Officer | 150 NORTH RADNOR CHESTER ROAD, RADNOR, PA, 19087, United States | 150 NORTH RADNOR CHESTER ROAD, RADNOR, PA, 19087, United States |
| HOLLEY K. MEYER | Officer | 150 NORTH RADNOR CHESTER ROAD, RADNOR, PA, 19087, United States | 150 NORTH RADNOR CHESTER ROAD, RADNOR, PA, 19087, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | LINCOLN FINANCIAL SECURITIES CORPORATION | OSAIC FS, INC. | 2024-08-12 |
| Name change | JEFFERSON PILOT SECURITIES CORPORATION | LINCOLN FINANCIAL SECURITIES CORPORATION | 2008-07-03 |
| Name change | CHUBB SECURITIES CORPORATION | JEFFERSON PILOT SECURITIES CORPORATION | 1997-12-16 |
| Name change | ULAICO EQUITY SERVICES, INC. | CHUBB SECURITIES CORPORATION | 1980-07-11 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012724603 | 2024-08-12 | 2024-08-12 | Amendment | Amended Certificate of Authority | No data |
| BF-0012219616 | 2024-03-05 | No data | Annual Report | Annual Report | No data |
| BF-0011087917 | 2023-02-28 | No data | Annual Report | Annual Report | No data |
| BF-0010311088 | 2022-03-05 | No data | Annual Report | Annual Report | 2022 |
| BF-0010477792 | 2022-01-14 | 2022-01-14 | Mass Agent Change � Address | Agent Address Change | No data |
| 0007210380 | 2021-03-09 | No data | Annual Report | Annual Report | 2021 |
| 0006950703 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006943532 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006771627 | 2020-02-21 | No data | Annual Report | Annual Report | 2020 |
| 0006441152 | 2019-03-11 | No data | Annual Report | Annual Report | 2019 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
