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Thompsons Station, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-24 |
| MD | RA | APPROVED | 2018-07-02 |
| FL | RA | APPROVED | 2015-05-06 |
| TX | RA | APPROVED_RES | 2015-02-27 |
| DE | RA | APPROVED | 2007-02-26 |
| NJ | RA | APPROVED | 2006-03-07 |
| PA | RA | APPROVED | 2003-11-17 |
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 |
|---|---|---|---|---|
| Brandywine Financial Group, Inc. | West Conshohocken | PA | 05/2003 | Present |
| American Portfolios Financial Services, Inc. | Conshohocken | PA | 04/2004 | 10/2024 |
| Osaic Wealth, Inc. | Sarasota | FL | 10/2024 | 11/2024 |
Independent Insurance Agent; Investment-related; Thompsons Station, TN; Life, health and variable contracts agent.; St. Date: 10/2003; Less than 5% of time spent on this business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-16 |
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