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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-03 |
| MD | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Naples | FL | 07/1999 | 11/2023 |
| Osaic Wealth, Inc. | Bonita Springs | FL | 11/2023 | Present |
1. DENISE BERNARDI - INSURANCE PRODUCER POSITION: Insurance Advisor NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1990 ADDRESS: 42 southport cove, Bonita Springs FL 34134, United States DESCRIPTION: offer term life insurance to existing clients 2. WEALTH MGT SW FL POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 07/01/2001 ADDRESS: 42 southport cv, bonita springs FL 34134, United States DESCRIPTION: Offering financial services and advisory accounts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-14 |
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