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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2026-08-06
FL RA APPROVED 2024-01-19
PA RA APPROVED 2024-01-19
  • DE RA
    APPROVED
    Since 2026-08-06
  • FL RA
    APPROVED
    Since 2024-01-19
  • PA RA
    APPROVED
    Since 2024-01-19

Branch Locations

722 Yorklyn Rd Suite 300, Hockessin, DE 19707 • United States

West Chester, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodbury Financial Services, Inc Paoli PA 06/2007 01/2024
Employee Benefit Specialist, Inc. Paoli PA 09/2006 Present
Osaic Wealth, Inc. West Chester PA 01/2024 Present
  • 06/2007 → 01/2024
    Woodbury Financial Services, Inc
    Paoli, PA
  • 09/2006 → Present
    Employee Benefit Specialist, Inc.
    Paoli, PA
  • 01/2024 → Present
    West Chester, PA
Previous Registrations
  • 2007-06-19 → 2024-01-19
    Woodbury Financial Services, Inc.
    West Chester, PA
    Hockessin, DE
Other Businesses

1) KISTLER TIFFANY BENEFITS; NONINVT REL; 899 CASSATT ROAD SUITE 200, BERWYN PA 19312; SOLICIT HEALTH INS TO SMALL-MID SIZE COMPANIES; HEALTH INS BROKER; START 05/01/2012; 40HR MO; 40HR/MO; SOLICIT HEALTH INS TO SMALL-MID SIZE COMPANIES. 2)SEE TWO ASSOCIATES; NONINVT REL; PO BOX 1009, MEDIA PA 19063; PROPERTY RENTAL; OWNER; STARTED 08/30/1998; 15 HRS/MTH; 15HR/MO; OWN INVESTMENT REAL ESTATE AND RECEIVE RENTAL INCOME. 3)WEDGEWOOD SWIM CLUB; NONINVT REL; MATLACK ROAD, WESTTOWN PA 19380; PRIVATE SWIM CLUB; BOARD MEMBER; START 04/01/2012; 8 HRS/MO, NONE DURING TRADING; ATTEND BOARD MEETINGS. 4) HEALTH AND LIFE INSURANCE POSITION: Sales person NATURE: Group Health andAncillary groupproduct Fixed Life Insurance product sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 04/01/2016 ADDRESS: 510 Timberline Trail, West Chesster PA 19382, United States DESCRIPTION: Where apropriatepresent insurance products to prospective buyers. 5) SHERPA FINANCIAL POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2010 ADDRESS: 722 Yorklyn Road, Suite # 300, Hockessin DE 19707, United States DESCRIPTION: Manage client relationships with financial / investment clients.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-08-17
  • S63 Uniform Securities Agent State Law Examination
    2006-08-17
Designations

View on SEC IAPD

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