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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-09 |
| MD | RA | APPROVED | 2024-02-08 |
| NC | RA | APPROVED | 2024-02-08 |
| TX | RA | APPROVED_RES | 2024-02-08 |
Branch Locations
200 Washington Ave Suite 404, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Linticum | MD | 09/2012 | 02/2024 |
| Agia | Houston | TX | 12/2022 | 02/2024 |
| Osaic Wealth, Inc. | Towson | MD | 02/2024 | Present |
1. LEIGH AND BRETT RITCHEY POSITION: owner NATURE: Investment Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/09/2019 ADDRESS: 407 142nd street, unit 25, Ocean City MD 21842, United States DESCRIPTION: owner 2. LEIGH RITCHEY POSITION: Owner NATURE: Investment Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/02/2025 ADDRESS: 14303 Coastal Hwy, Unit A, Ocean City MD 21842, United States DESCRIPTION: Owner 3. KINGS MILL WEALTH ADVISORS POSITION: Agent NATURE: All types of insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/08/2024 ADDRESS: 200 Washington Ave, Suite 404, Towson MD 21204, United States DESCRIPTION: all types of insurance needs for clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-10 |
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