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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-18 |
| NC | RA | APPROVED | 2024-10-14 |
| PA | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Birdsboro | PA | 07/2004 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. WELD ASSET MANAGEMENT -INSURANCE. NOT SECURITIES RELATED. START DATE 9/26/1988. 100% OWNERSHIP. 20 HOURS DEVOTED PER MONTH, 20 HOURS DURING MARKET HOURS. 2. SCOUTING AMERICA (BSA) POSITION: Council Commissioner/ VP NATURE: Council Commissioner and V. President of council operations INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2023 ADDRESS: 5027 Pottsville Pike, Reading PA 19605, United States DESCRIPTION: managing and working with volunteers and paid staff to deliver the scouting program to youth 3. DAVID D WELD POSITION: agent NATURE: Fixed annuities SPIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/02/2024 ADDRESS: 3115 Main Street, Birdsboro PA 19508 DESCRIPTION: Life Ins and spia fixed annuities as need for referrals and clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-11-11 |
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