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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
| WV | RA | APPROVED | 2025-01-24 |
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 |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp. | New Alexandria | PA | 09/2004 | 01/2025 |
| Osaic Wealth, Inc. | New Alexandria | PA | 01/2025 | Present |
1. RONALD ROMEO-INDEXED ANNUITIES POSITION: Agent NATURE: Indexed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/2015 ADDRESS: 7467 State Route 22, New Alexandria, PA 15670 DESCRIPTION: Selling indexed annuities 2. RONALD ROMEO POSITION: Agent NATURE: Sales of fixed insurance and annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/20/2009 ADDRESS: 7467 State Route 22, New Alexandria PA 15670, United States DESCRIPTION: source of fixed insurance products to fulfill my clients needs for said products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-14 |
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