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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-28 |
Branch Locations
1401 North Cedar Crest Boulevard Suite 107, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Allentown | PA | 06/2016 | 11/2023 |
| Wells Fargo Advisors, Llc | Allentown | PA | 06/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Allentown | PA | 11/2016 | 11/2023 |
| Osaic | Allentown | PA | 11/2023 | Present |
1. CFG TAX SERVICES POSITION: Admin NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2023 ADDRESS: 1401 N. Cedar Crest Blvd, Suite 107, Allentown PA 18104, United States DESCRIPTION: Tax Preparation 2. ERIC J BOYLE POSITION: Licensed Admin NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2023 ADDRESS: 1401 N. Cedar Crest Blvd, Suite 107, Allentown PA 18104, United States DESCRIPTION: provides administrative services to Eric J Boyle in relationship to his affiliation with Osaic Wealth Inc to include client contact, assistance with processing client trades, additional office duties etc. 3. BRYAN POJANOWSKI FIXED INSURANCE POSITION: Agent - Insurance Producer NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/16/2024 ADDRESS: 1401 N Cedar Crest Blvd, Allentown PA 18104, United States DESCRIPTION: licensed insurance agent. Recommend insurance products when appropriate to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-23 |
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