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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial | Santa Rosa Beach | FL | 08/2009 | 01/2017 |
| Investment Professionals, Inc. | San Antonio | TX | 01/2017 | 02/2018 |
| Centennial Bank | Santa Rosa Beach | FL | 01/2017 | 02/2018 |
| Lpl Financial | Santa Rosa Beach | FL | 02/2018 | 09/2023 |
| Osaic Wealth, Inc. | Santa Rosa | FL | 10/2023 | Present |
1. ROBERT P COLETTA INSURANCE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/1988 ADDRESS: 68 Brian Circle, Santa Rosa Beach FL 32459, United States DESCRIPTION: Provide opportunities to Clients 2. ROBERT P COLETTA POSITION: Trustee NATURE: Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/26/2022 ADDRESS: 68 Brian Circle, Santa Rosa Beach FL 32459, United States DESCRIPTION: Fiduciary Obligation to mange the Trust for Robert P Coletta for a Life Estate and for Jodi's 2 children as secondary Beneficiary.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-06 |
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