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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
| PA | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
2125 East College Ave Suite 101, State College, PA 16801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | State College | PA | 09/2005 | 03/2019 |
| Securities America, Inc. | State College | PA | 03/2019 | 06/2024 |
| Securities America Advisors, Inc. | State College | PA | 03/2019 | 06/2024 |
| Osaic Wealth, Inc. | State College | PA | 06/2024 | Present |
| Osaic Wealth, Inc. | State College | PA | 06/2024 | Present |
1) Name: Advisory - SAA Position: sales/advisory Nature: Advisory - SAA Investment Related: Yes Hours: 160 Securities Trading Hours: 160 Start Date: 03/22/2019 Address: 2125 E. College Ave STE 101, State College PA 16801, United States 2) Name: Nittany Brokerage Services, Inc. Position: agent Nature: Insurance sales/agency Investment Related: No Hours: 5 Securities Trading Hours: 5 Start Date: 03/22/2019 Address: 2125 E. College Ave STE 101, State College PA 16801, United States 3) Name: estate planning Position: consultant Nature: estate planning Investment Related: No Hours: 5 Securities Trading Hours: 1 Start Date: 03/22/2019 Address: 2125 E. College Ave STE 101, State College PA 16801, United DBA: NITTANY BROKERAGE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-15 |
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