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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-27 |
| AZ | RA | APPROVED | 2024-07-11 |
| GA | RA | APPROVED | 2024-07-02 |
| MD | RA | APPROVED | 2024-07-01 |
| NY | RA | APPROVED | 2024-07-01 |
| NC | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED | 2024-07-01 |
| VA | RA | APPROVED | 2024-07-01 |
| PA | RA | APPROVED | 2018-01-18 |
Branch Locations
230 S. Broad St. 17Th Floor, Philadelphia, PA 19102 • United States
873 E. State Street, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Philadelphia | PA | 05/2016 | 01/2018 |
| Triad Advisors | Norcross | GA | 01/2018 | 08/2024 |
| Osaic Wealth, Inc. | Philadelphia | PA | 08/2024 | 12/2025 |
| Continuum Advisory, Llc | Eagle | ID | 01/2018 | Present |
1) Real estate (rental); not investment related; varies; jointly own several rental properties; joint owner;2010; 0 hrs/month; 0 hrs during trading; joint owner 2) Insurance Sales, Fixed insurance-multiple carriers; investment related; varies; wealth management/advisory; agent;2005; less than 1 hr during trading; provide an assortment of fixed insurance products-fixed annuities, life insurance, etc. 3) DBA Rassler Financial; investment related;230 South Broad Street,17th Floor, Philadelphia, PA; financial planning; owner; 2017; N/A; N/A; owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-21 |
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