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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
12555 Orange Drive Suite # 103, Davie, FL 33330 • 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 |
|---|---|---|---|---|
| Securities America, Inc. | Davie | FL | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Davie | FL | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Davie | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | Davie | FL | 06/2024 | Present |
| Investacorp Advisory Services | Miami Lakes | FL | 01/2006 | 07/2020 |
| Investacorp, Inc. | Miami Lakes | FL | 01/2002 | 07/2020 |
***FIXED INSURANCE POSITION: ADVISOR/SALES NATURE: INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/08/2001 ADDRESS: 12555 Orange Dr. #103, Davie FL 33330 DESCRIPTION: SALES OF LIFE INSURANCE, VARIABLE LIFE INSURANCE, EQUITY INDEX, FIXED INSURANCE PRODUCTS ***DBA: PRINCETON FINANCIAL POSITION: Advisor NATURE: DBA - Doing Business As: Princeton Financial INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2006 ADDRESS: 12555 Orange Dr. #103, Davie FL 33330 DESCRIPTION: Securities offered through my broker dealer Securities America ***EMERALD FINANCIAL STRATEGIES, INC. POSITION: PRESIDENT NATURE: USED A CONDUIT FOR MY SECURITIES BUSINESS. ESTABLISHED CHECKING ACCOUNT TO PAY BILL AND TAXES INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2001 ADDRESS: 12555 ORANGE DR. #103, DAVIE FL 33330 DESCRIPTION: USED AS A CONDUIT FOR MY SECURITIES BUSINESS. ESTABLISHED CHECKING ACCOUNT TO PAY BILLS AND TAXES. ***INVESTMENT PROPERTY POSITION: PROPERTY MANAGER NATURE: RENTAL PROPERTY OWNER AND MANAGER SOLELY UNDER MY NAME KEVIN WEHN INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2013 ADDRESS: 16224 EMERALD COVE RD., WESTON FL 33331 DESCRIPTION: DUTIES ARE PROPERTY MANAGEMENT ***ADVISORY BUSINESS POSITION: Investment Advisory Representative NATURE: Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 01/30/2001 ADDRESS: 12555 Orange Dr. #103, Davie FL 33330 DESCRIPTION: Provide fee based advisory services to my clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-06-21 |
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