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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-06-14 |
Branch Locations
1298 Bay Dale Drive Ste 201, Arnold, MD 21012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chapin Davis | Baltimore | MD | 05/2009 | 04/2018 |
| Ameriprise Financial Services Inc | Lutherville Timonium | MD | 04/2018 | 08/2021 |
| Securities America, Inc | Arnold | MD | 08/2021 | 06/2024 |
| Securities America Advisors | Arnold | MD | 08/2021 | 06/2024 |
| Osaic Wealth, Inc. | Arnold | MD | 06/2024 | Present |
| Osaic Wealth, Inc. | Arnold | MD | 06/2024 | Present |
1. EXECUTOR OF MY PARENTS ESTATE POSITION: Executor of Estate NATURE: I am executor of my parents estate. I will be disbursement their assets when they pass on to the next life. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2021 ADDRESS: 3113 East Baltimore Street, Baltimore MD 21224 DESCRIPTION: Disbursing my parents assets to my brother and I when they die. 2. INSURANCE POSITION: Provide Insurance to clients NATURE: Insurance Sales for Life, Health, Disability, Long-Term Care and Annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/20/2021 ADDRESS: 3113 East Baltimore Street, Baltimore MD 21224 DESCRIPTION: Insurance Sales for Life, Health, Disability, Long-Term Care and Annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-16 |
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