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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-05 |
Branch Locations
901 Lincoln Dr West Suite 304, Marlton, NJ 08053 • United States
12325 Port Grace Blvd, Lavista, NE 68128 • United States
East Windsor, NJ • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | East Windsor | NJ | 04/2005 | 01/2026 |
| Mml Investors Services, Llc | New York | NY | 05/2005 | 12/2021 |
| Mml Investors Services, Llc | East Windsor | NJ | 03/2022 | 01/2026 |
| Sentinel Solutions | New York | NY | 04/2005 | 12/2021 |
| Osaic Wealth | Marlton | NJ | 01/2026 | Present |
1. FUTURITY FIRST INSURANCE GROUP POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/02/2026 ADDRESS: 901 Lincoln Drive West, Suite 304, Marlton NJ 08053, United States DESCRIPTION: Sales and Service of all types of insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-09 |
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