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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
25420 Kuykendahl Road Unit #C300, Tomball, TX 77375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Network | Philadelphia | PA | 09/2014 | Present |
| Osaic Wealth, Inc. | Tomball | TX | 01/2025 | Present |
POWER OF ATTORNEY FOR MY MOTHER POSITION: Power of Attorney NATURE: My mother named me as a Power of Attorney. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/06/2020 ADDRESS: 2034 Oakmont Ave, Havertown PA 19083, United States DESCRIPTION: My mother named me as a Power of Attorney. At this point in time there are no duties or responsibilities. Future events will dictate duties and/or responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-27 |
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