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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-11-02 |
| PA | RA | APPROVED | 2018-11-02 |
Branch Locations
Burlington, NJ • United States
1790 Yardley-Langhorne Road Heston Hall, Suite 202, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Inv Inc | Yardley | PA | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Yardley | PA | 11/2018 | Present |
1. EDELMAN WEALTH MANAGEMENT GROUP POSITION: Vice President Strategic Planning & Analysis NATURE: Corporation acting as a DBA for my Royal Alliance Securities business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 220 SECURITIES TRADING HOURS: 174 START DATE: 06/01/2016 ADDRESS: 1790 Yardley-Langhorne Road, Suite 202, Yardley PA 19067, United States DESCRIPTION: Provide case design, support and client engagement. Help run the operations of the firm. Oversee other advisors and staff of the firm. Help to drive revenue. 2. GLENN MELLIN POSITION: Owner NATURE: It is a Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2017 ADDRESS: 15 Jasmine Drive, Burlington NJ 08016, United States DESCRIPTION: Work with clients to deliver fixed insurance solutions. Primarily focused on Life Insurance but may include diabiltiy, LTC and Fixed Annuities. 3. EDELMAN INSURANCE MANAGEMENT GROUP POSITION: Partner/ Insurance Broker NATURE: This is an LLC owned by Scott Edelman. The nature of the business is employee benefits and fixed insurance and annuity products. Edelman Insurance Management Group is used as a marking name. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2021 ADDRESS: 1790 Yardley-Langhorne Road, Suite 202, Yardley PA 19067, United States DESCRIPTION: When I write fixed insurance business and/or annuity business through an Insurance Brokerage firm the commissions are paid to Edelman Insurance Management Group and then paid to me. I spend a little time marketing insurance to existing and prospective clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-02-03 |
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