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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-01-24 |
Branch Locations
2036 Foulk Road Suite 104, Wilmington, DE 19810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Wilmington | DE | 04/2012 | 01/2025 |
| Osaic Wealth, Inc. | Wilmington | DE | 01/2025 | Present |
1) COLLENDER GRIFFITH CHANG AND ASSOCIATES 2036 FOULK ROAD, SUITE 104, WILMINGTON, DE. 19810 CATEGORY: INSURANCE, INVESTMENT RELATED: TITLE: AGENT DUTIES: OFFERING ACCIDENT/HEALTH, DISABILITY, EQUITY INDEX ANNUITIES, FIXED ANNUITIES, INSURANCE PORTION OF HSAS AND TRADITIONAL LIFE INSURANCE. START DATE: APRIL 2012 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 2) HERITAGE FINANCIAL CONSULTANTS LLC 2036 FOULK ROAD, SUITE 104, WILMINGTON, DE. 19810 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED ANNUITIES, INDEX ANNUITIES, LTC AND TRADITIONAL LIFE INSURANCE. START DATE: 4-17-2012 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 3) HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 2036 Foulk Road, Suite 104, WILMINGTON DE 19810, United States DESCRIPTION: APG Payout with Heritage Financial Consultants, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
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