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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED_RES | 2025-11-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2009 | 11/2025 |
| Commonwealth Financial Network | Lafayette | NJ | 04/2009 | 11/2025 |
| Osaic Wealth, Inc. | Lafayette | NJ | 11/2025 | Present |
1.STEPHEN T INGALLS POSITION: Owner NATURE: Sole Prop. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/03/2025 ADDRESS: 168C Route15, Lafayette NJ 07848, United States DESCRIPTION: Fixed insurance business, life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-20 |
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