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400 Southpointe Blvd. Plaza One, Suite 420, Canonsburg, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-07-31 |
Branch Locations
400 Southpointe Blvd. Plaza One, Suite 420, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H Financial Management | Canonsburg | PA | 07/2020 | Present |
| Triad Advisors, Inc. | Norcross | GA | 06/2009 | 08/2024 |
| H Financial Management | Canonsburg | PA | 06/2009 | 07/2020 |
| Osaic Wealth, Inc. | Canonsburg | PA | 08/2024 | Present |
1) H FINANCIAL MANAGEMENT POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/31/2020 ADDRESS: 400 Southpointe Blvd. #420, Canonsburg PA 15317, United States DESCRIPTION: Chief Compliance Officer, Trader and Wealth Strategist 2) HOGE FINANCIAL SERVICES LLC POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/15/2009 ADDRESS: 400 Southpointe Blvd. Suite #420, Canonsburg PA 15317, United States DESCRIPTION: PA life insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-11 |
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