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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-17 |
| FL | RA | APPROVED | 2025-06-05 |
Branch Locations
5700 1St Ave North, St. Petersburg, FL 33710 • United States
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Petersburg | FL | 02/2008 | 09/2021 |
| J.P. Morgan Securities Llc | St Pete Beach | FL | 10/2012 | 09/2021 |
| Premier Bank | Defiance | OH | 09/2021 | 06/2025 |
| Lpl Financial Llc | Defiance | OH | 03/2022 | 06/2025 |
| Osaic Wealth Inc | St Petersburg | FL | 06/2025 | Present |
1) 3/2022- Premier Wealth Financial Service- DBA for LPL Business (entity for LPL business)- inv. related- Registered Admin 2) 06/06/2022 - Premier Bank-Trust - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Advisor - Start Date - 05/31/2022 - 2 Hours Per Month/ 2 Hours During Securities Trading. 3) 3/20/2023 - Premier Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date - 03/15/2023 - 2 Hours Per Month/0 Hours During Securities Trading 4) LICENSED POSITION: Advisor/Producer NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/24/2022 ADDRESS: 601 Clinton St, Defiance OH 43512, United States DESCRIPTION: Discuss Life Insurance, and annuities with clients and find a solution that best fits their needs. 5) JOSEPH BELCASTRO POSITION: Advisor/Producer NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/24/2022 ADDRESS: 601 Clinton St, Defiance OH 43512, United States DESCRIPTION: Insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-09 |
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