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Detailed Report
BRIAN DAVID MCLEAN
BRIAN D MCLEAN
CRD#: 3035890
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 11717 BERNARDO PLAZA COURT
SUITE 120
SAN DIEGO, CA 92128
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2012 - 2023 (11 years)2 FIRMS2023 - Present (1 year)BLPL FINANCIAL LLC (CRD# 6413)2001 - 2012 (10 years)BLINCOLN FINANCIAL ADVISORS COR... (CRD# 3978)1999 - 2001 (2 years)BPARK AVENUE SECURITIES LLC (CRD# 46173)1999 - 1999 (<1 year)BGUARDIAN INVESTOR SERVICES COR... (CRD# 6635)1998 - 1999 (<1 year)IATHE RETIREMENT GROUP, LLC (CRD# 148296)2020 - 2024 (3 years)IAWILSEY ASSET MANAGEMENT INCORP... (CRD# 130482)2009 - 2018 (9 years)IATHE RETIREMENT GROUP, LLC (CRD# 148296)2015 - 2016 (1 year)IALPL FINANCIAL CORPORATION (CRD# 6413)2002 - 2010 (8 years)
License(s)

State Registrations

B
Arizona 11/3/2023
B
Montana 11/3/2023
B
California 11/3/2023
B
Nevada 11/3/2023
IA
California 11/3/2023
B
North Carolina 11/3/2023
B
Colorado 11/3/2023
B
Oklahoma 11/3/2023
B
Florida 11/3/2023
B
Tennessee 11/3/2023
B
Georgia 11/3/2023
B
Texas 11/3/2023
B
Hawaii 11/3/2023
B
Utah 2/12/2024
B
Idaho 11/3/2023
B
Virginia 11/3/2023
B
Illinois 11/3/2023
B
Washington 11/3/2023
IA
Illinois 11/3/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC WEALTH, INC. (CRD#:23131)
11717 BERNARDO PLAZA COURT SUITE 120, SAN DIEGO, CA 92128
Registered with this firm since 11/3/2023
B
OSAIC WEALTH, INC. (CRD#:23131)
11717 BERNARDO PLAZA COURT SUITE 120, SAN DIEGO, CA 92128
Registered with this firm since 11/3/2023
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 10/01/2020 - 06/10/2024 THE RETIREMENT GROUP, LLC (CRD#:148296) San Diego, CA
IA
 01/19/2012 - 11/03/2023 FSC SECURITIES CORPORATION (CRD#:7461) SAN DIEGO, CA
B
 01/09/2012 - 11/03/2023 FSC SECURITIES CORPORATION (CRD#:7461) SAN DIEGO, CA
IA
 02/23/2009 - 12/31/2018 WILSEY ASSET MANAGEMENT INCORPORATED (CRD#:130482) SAN DIEGO, CA
IA
 01/19/2015 - 08/23/2016 THE RETIREMENT GROUP, LLC (CRD#:148296) SAN DIEGO, CA
B
 12/10/2001 - 01/19/2012 LPL FINANCIAL LLC (CRD#:6413) SAN DIEGO, CA
IA
 01/29/2002 - 10/08/2010 LPL FINANCIAL CORPORATION (CRD#:6413) SAN DIEGO, CA
B
 03/22/1999 - 10/16/2001 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) FORT WAYNE, IN
B
 05/03/1999 - 12/31/1999 PARK AVENUE SECURITIES LLC (CRD#:46173) NEW YORK, NY
B
 06/02/1998 - 05/03/1999 GUARDIAN INVESTOR SERVICES CORPORATION (CRD#:6635) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.