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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-18 |
| TX | RA | APPROVED | 2026-05-18 |
| VA | RA | APPROVED | 2026-05-18 |
Branch Locations
780 Lynnhaven Parkway Suite 400, Virginia Beach, VA 23452 • United States
2580 Ocean Shore Avenue, Virginia Beach, VA 23451 • United States
8403 Colesville Road Suite 1100, Silver Spring, MD 20910 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Silver Spring | MD | 12/2011 | 05/2026 |
| Osaic Wealth, Inc. | Silver Spring | MD | 05/2026 | Present |
1. RENTAL PROPERTY POSITION: owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2007 ADDRESS: 3865 Chimney Creek Dr, Virginia Beach VA 23462, United States DESCRIPTION: I do almost nothing. I have a property manager. 2. DISTRICT FINANCIAL PLANNING, LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/30/2024 ADDRESS: 2580 Ocean Shore Avenue, Virginia Beach VA 23451, United States DESCRIPTION: This is my business entity and primary business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-10 |
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