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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-09 |
| PA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citadel Federal Credit Union | Brookhaven | PA | 06/2005 | 11/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2005 | 11/2017 |
| Lincoln Financial Advisors Corporation | Exton | PA | 11/2017 | 01/2025 |
| Osaic Wealth, Inc. | Exton | PA | 01/2025 | Present |
1. JOHN G. KANE 805 SPRINGDALE DRIVE EXTON, PA 19341 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: BROKER DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED INDEXED ANNUITIES, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: 11/14/2017 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2. DELPHI WEALTH MANAGEMENT GROUP, LLC. 805 SPRINGDALE DRIVE EXTON, PA 19341 CATEGORY: LLC/ENTITY INVESTMENT RELATED: NO TITLE: CO-OWNER DUTIES: EXPENSE MANAGEMENT START DATE: 11/21/2017 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160. 3. APOLLO PROPERTY MANAGEMENT GROUP LLC 412 W ASHBRIDGE STREET WEST CHESTER PA 19380 CATEGORY: REAL ESTATE MANAGEMENT /RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: CO-OWN AND RENT REAL ESTATE PROPERTY START DATE: 05/03/2019 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0. 4. APOLLO 2 PROPERTY MANAGEMENT GROUP LLC 412 W ASHBRIDGE STREET SUITE 202 WEST CHESTER PA 19380 CATEGORY: ENTITY/ REAL ESTATE MANAGEMENT, RENTAL INVESTMENT RELATED: YES TITLE: CO-OWNER DUTIES: LEASE RENTAL SPACE START DATE: 1/25/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 5.DELPHI INSURANCE MANAGEMENT GROUP LLC 805 SPRINGDALE DRIVE EXTON PA 19341 CATEGORY: INSURANCE /ENTITY INVESTMENT RELATED: YES TITLE: 50 % CO-OWNER/PARTNER DUTIES: PROVIDE FIXED INSURANCE RELATED PRODUCTS: LIFE, HEALTH DISABILITY, LONG TERM CARE, MEDICARE SUPPLEMENT, P & C INSURANCE, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE. ENTITY ESTABLISHED FOR EXPENSE MANAGEMENT PURPOSES START DATE: 9/1/2021 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 FORM BR UPDATE: NO WEBSITE UPDATED ONTO FORM BR: NO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-23 |
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