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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 | 2025-11-08 |
| NC | RA | APPROVED | 2025-05-12 |
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
4854 Haygood Road Suite 101, Virginia Beach, VA 23455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Virginia Beach | VA | 07/2014 | 01/2025 |
| Osaic Wealth, Inc. | Virginia Beach | VA | 01/2025 | Present |
1) JODYCOOPEROTTERSON, ONE COLUMBUSCENTER,STE 800,VIRGINIABEACHVA23462CATEGORY:INSURANCE INVESTMENTRELATED:YES TITLE:AGENT DUTIES:OFFERSACCIDENT &HEALTHINSURANCE,INDEXEDANNUITIES,FIXEDANNUITIES,TRADITIONAL LIFEINSURANCE STARTDATE:11/2014 HOURSPERMONTH:10 HOURSPERMONTHDURINGTRADINGHOURS:10 2) HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Agent/FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: APG Payout with Heritage Financial Consultants, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-21 |
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