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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 | 2023-06-16 |
| FL | RA | APPROVED | 2021-01-22 |
Branch Locations
3112 St. Johns Bluff Rd. So., Jacksonville, FL 32246-3712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2013 | 08/2020 |
| Osaic Wealth, Inc. | Jacksonville | FL | 10/2020 | Present |
| Allegiance Financial Advisors, Inc. | Jacksonville | FL | 10/2020 | 02/2021 |
1. DELLA PORTA AGENCY, LLC POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/08/2020 ADDRESS: 3112 ST Johns Bluff RD S, Jacksonville FL 32246, United States DESCRIPTION: Insurance Agent 2. DP BROKERAGE, INC. POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2020 ADDRESS: 3112 St Johns Bluff Rd S, Jacksonville FL 32246, United States DESCRIPTION: Insurance Agent 3. AMERICAN LEGION FALLEN HEROES POST 372 POSITION: Executive Committee Member NATURE: 501C 19 Volunteer veterans Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 11250-15 Old St Augustine RD, PMB138, Jacksonville FL 32257, United States DESCRIPTION: Executive committee member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-17 |
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