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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-19 |
| FL | RA | APPROVED | 2024-06-07 |
| NC | RA | APPROVED | 2024-06-07 |
| CO | RA | APPROVED | 2023-11-03 |
| MD | RA | APPROVED | 2023-11-03 |
| MO | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-03 |
| VA | RA | APPROVED | 2023-11-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Fsc Securities Corp | Herndon | VA | 09/2016 | 11/2023 |
| Osaic Wealth, Inc. | Herndon | VA | 11/2023 | Present |
1) KATE M. OKUSA POSITION: Notary NATURE: None - Notary Stamp INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 719 Pine St, Herndon VA 20170, United States DESCRIPTION: I just use the notary stamp for current clients if needed, for financial forms. 2) KATE M. OKUSA - INSURANCE POSITION: Life Insurance Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 10/19/2021 ADDRESS: 719 Pine St, Herndon VA 20170, United States DESCRIPTION: Broker Life Insurance policies to clients as part of financial plan. Answer questions on life insurance 3) DELLINGER ENTERPRISES LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2006 ADDRESS: 719 Pine St, Herndon VA 20170, United States DESCRIPTION: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-02 |
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