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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| PA | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
3001 Waterdam Plaza Suite 180, Mcmurray, PA 15317 • United States
1 disclosure category 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. | Mcmurray | PA | 11/2003 | 06/2024 |
| Securities America Advisors, Inc. | Mcmurray | PA | 11/2003 | 06/2024 |
| Osaic Wealth, Inc. | Mcmurray | PA | 06/2024 | Present |
| Osaic Wealth, Inc. | Mcmurray | PA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-22 |
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