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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
95 Almshouse Road Suite 303, Richboro, PA 18954 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Southampton | PA | 07/2010 | 02/2023 |
| Wells Fargo Advisors Llc | Southampton | PA | 07/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Southampton | PA | 11/2016 | 02/2023 |
| Lincoln Financial Advisors | Richboro | PA | 02/2023 | 01/2025 |
| Osaic Wealth, Inc. | Richboro | PA | 01/2025 | Present |
1. BBCN, LLC POSITION: Manager, Owner NATURE: Entity used for business expense management purposes; to act as tax planning pass through for business payroll INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/17/2023 ADDRESS: 95 Almshouse Road, Suite 303, Richboro PA 18954, United States DESCRIPTION: process payroll
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-02 |
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