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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-26 |
| FL | RA | APPROVED | 2024-09-05 |
| NJ | RA | APPROVED | 2024-06-25 |
| CT | RA | APPROVED | 2024-06-17 |
| PA | RA | APPROVED | 2024-06-17 |
Branch Locations
7137 Old Easton Road Ste 201, Pipersville, PA 18947 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Pipersville | PA | 10/2017 | 06/2024 |
| Securities America Advisors | Pipersville | PA | 10/2017 | 06/2024 |
| National Planning Corp | Bensalem | PA | 06/2012 | 11/2017 |
| Osaic Wealth, Inc. | Pipersville | PA | 06/2024 | Present |
1. ONEPENN FINANCIAL GROUP POSITION: General Agent and sales supoort for life insurance products through Ameritas NATURE: General Agent Life Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 5 START DATE: 08/31/2021 ADDRESS: 7137 Old Easton Rd, Suite201, Pipersville PA 18947, United States DESCRIPTION: General Agent for Ameritas Life Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-23 |
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