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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-03 |
Branch Locations
800 Township Line Road Suite 125, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Langhorne | PA | 11/2023 | Present |
| James Startzell | Langhorne | PA | 08/2000 | Present |
1) USES A DBA FOR COMMUNITY RECOGNITION ONLY - LEGACY FINANCIAL SERVICES GROUP 2) LEGACY FSG POSITION: Associate Planner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2023 ADDRESS: 800 Township Line Road, Suite 125, Yardley PA 19067, United States DESCRIPTION: Sales and service support for the clients of Casey Startzell.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-20 |
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