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400 S Greenwood Ave 3 Rd Fl Ste 300, Easton, PA 18045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-29 |
| MD | RA | APPROVED | 2025-04-24 |
| SC | RA | APPROVED | 2024-08-28 |
| DE | RA | APPROVED | 2024-03-12 |
| FL | RA | APPROVED | 2021-08-27 |
| NY | RA | APPROVED | 2021-05-21 |
| PA | RA | APPROVED | 2018-08-28 |
| NJ | RA | APPROVED | 2014-08-28 |
Branch Locations
400 S Greenwood Ave 3 Rd Fl Ste 300, Easton, PA 18045 • United States
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 |
|---|---|---|---|---|
| Blue Water Financial Investor Coaching, Llc | Easton | PA | 07/2014 | Present |
| Triad Advisors, Inc. | Norcross | GA | 08/2014 | 08/2024 |
| Osaic Wealth, Inc. | Easton | PA | 08/2024 | 09/2025 |
1)BLUE WATER FINANCIAL LLC; INVESTMENT RELATED;400 South Greenwood Ave,3rd Floor, Suite 300, Easton,PA 18045; DBA FOR PRACTICE; OWNER;2014;160-200 HRS/MONTH;6.5 HRS DURING TRADING; COUNCIL CLIENTS ON LIFE & LONG-TERM CARE INSURANCE & FIXED INDEX ANNUITIES 2) INSURANCE POSITION: CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 01/22/2001 ADDRESS: 400 S Greenwood Ave, Easton PA 18045, United States DESCRIPTION: I sell life, DI, LTC, and fixed annuities 3) ACTOR POSITION: actor NATURE: I am an actor part time INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/21/2024 ADDRESS: 37 Crest Blvd, Easton PA 18045, United States DESCRIPTION: Part time actor or extra.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-01 |
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