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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-12-12 |
| TX | RA | APPROVED | 2024-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2013 | 11/2024 |
| Osaic | Scottsdale | AZ | 12/2024 | Present |
| Unemployed | Parlin | NJ | 11/2024 | 12/2024 |
1. ROTARY CLUB OF OLD BRIDGE SAYREVILLE POSITION: Secretary NATURE: Non-profit organization to provide support to local communities INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 845 NJ 34, Matawan NJ 07747, United States DESCRIPTION: Take minutes during meetings; Maintain club records; Club communications 2. POA & EXECUTOR POSITION: POA & Executor NATURE: My father named me as his Power of Attorney and Executor. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2025 ADDRESS: 26 Becker Dr, Parlin NJ 08859, United States DESCRIPTION: Help him manage his finances, budgeting, etc. Will settle his estate once he passes. 3. L3 WEALTH PLANNING POSITION: Financial Advisor NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2026 ADDRESS: 960 Holmdel Rd, Building 1, 2nd Floor, Suite 201, Holmdel NJ 07733, United States DESCRIPTION: Disclosure of new DBA 5. FIDUCIARY ROLES POSITION: Fiduciary NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/21/2026 ADDRESS: 26 Becker Drive, Parlin NJ 08859, United States DESCRIPTION: Named as POA, Executor and Trustee for my mother's estate and trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-07 |
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