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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-19 |
| PA | RA | APPROVED | 2024-10-11 |
Branch Locations
One Bala Plaza 231 St. Asaphs Rd, Ste 429, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bcg Securities, Inc. | Delran | NJ | 03/2008 | 08/2024 |
| American Portfolios Financial Services Inc. | Holbrook | NY | 08/2024 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
Insurance -Haddon Planning Group, One Bala Plaza, Suite 429 Bala Cynwyd PA 10 Hours Devoted per month. Hours devoted to business during trading hours TBD IAR at American Portfolios Advisors Zero Ownership- Business Hours TBD
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-06 |
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