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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-08-06 |
| FL | RA | APPROVED | 2024-01-19 |
| PA | RA | APPROVED | 2024-01-19 |
Branch Locations
722 Yorklyn Rd Suite 300, Hockessin, DE 19707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-08-17 |
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