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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
95 Almshouse Road Suite 303, Richboro, PA 18954 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Huntingdon Valley | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Huntingdon Valley | PA | 11/2016 | 12/2022 |
| Lincoln Financial Advisors | Richboro | PA | 12/2022 | 01/2025 |
| Osaic Wealth, Inc. | Richboro | PA | 01/2025 | Present |
1) LIFE IDEAL LLC 95 ALMSHOUSE ROAD SUITE 303 RICHBORO PA 18954 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT /OWNER/GENERAL PARTNER DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, LONG TERM CARE INSURANCE, AND TRADITIONAL FIXED LIFE INSURANCE START DATE: 12/16/2022 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) STANLEY ROBBINS 102 S OCEAN BLVD MYRTLE BEACH, SC 29577 CATEGORY; REAL ESTATE MANAGEMENT/RENTAL INVESTMENT RELATED: YES TITLE: SOLE OWNER DUTIES: RENT MY PERSONAL CONDO START DATE: 04/2007 HOURS PER MONTH:1 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-25 |
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