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Darren W

Series 63, Series 66

Creve Coeur, MO

OSAIC Institutions, INC.

Darren Washington is a financial advisor at OSAIC Institutions, Inc. with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with Principal Financial Services, Eagle Strategies LLC, and New York Life. Outside of his advisory role, he serves as a board member for Washington Metropolitan, Inc., an organization focused on affordable housing in St. Louis, and participates on finance committees for Rosati-Kain Academy and The Wilson School. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Sean S

Series 66

Creve Coeur, MO

OSAIC Institutions, INC.

Sean Sweeney is a financial advisor at OSAIC Institutions, Inc. with a Series 66 designation and roughly one year of industry experience. His prior work includes roles at First Bank, Central Bank of Boone County, and American Income Life Insurance. Outside of finance, he has been involved with Columbia Youth Lacrosse and has worked in the restaurant and automotive sectors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure that includes significant non-discretionary assets and third-party manager arrangements.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Gregory G

Series 63, Series 65

Creve Coeur, MO

OSAIC Institutions, INC.

Gregory Gobble is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 designations and over 36 years of industry experience. His career includes roles at firms such as First Bank, Infinex Investments, and LPL Financial LLC. Outside the financial sector, he is involved in buying and renovating real estate for profit. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure. The firm operates largely through a network of investment adviser representatives who manage accounts with varying degrees of client discretion and offers a lending marketplace and third-party asset manager referrals.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Gary F

CFA®, Series 63, Series 66

Creve Coeur, MO

OSAIC Institutions, INC.

Gary Ford is a CFA® charterholder with 11 years of industry experience. He is currently with OSAIC Institutions, Inc. and First Bank, having previously worked at Principal Securities Inc, Principal Life Insurance Co, Stifel, and his own advisory firm, G.H Ford Investment Advisors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a range of clients including individuals, ERISA plans, trusts, estates, and corporations. The firm delegates investment management to its representatives while providing oversight and offers customized advisory services along with access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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