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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 | 2025-02-18 |
| NC | RA | APPROVED | 2024-09-04 |
| MI | RA | APPROVED | 2019-05-01 |
| VA | RA | APPROVED | 2018-11-02 |
Branch Locations
1206 Laskin Road Suite 209, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Virginia Beach | VA | 05/2007 | 11/2018 |
| Osaic Wealth, Inc. | Virginia Beach | VA | 11/2018 | Present |
1. COLLINS FINANCIAL GROUP, INC. (SECURITIES, INVESTMENT ADVISORY SERVICES AND VARIABLE INSURANCE) POSITION: Sales/marketing of securities, investment advisory and variable insurance is conducted under this business name. NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/03/2023 ADDRESS: 1206 Laskin Road, Suite 209, Virginia Beach VA 23451, United States DESCRIPTION: Sales/marketing of securities, investment advisory and variable insurance products under this business name. 2. COLLINS FINANCIAL GROUP, INC. - INSURANCE (FIXED ANNUITIES AND NON-VARIABLE INSURANCE) POSITION: Sales/marketing of fixed annuities and non-variable insurance under this business name. NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/03/2023 ADDRESS: 1206 Laskin Road, Suite 209, Virginia Beach VA 23451, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance under this business name.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-01 |
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