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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services Lp | San Diego | CA | 02/2012 | 11/2017 |
| Citadel Federal Credit Union | West Chester | PA | 02/2012 | 11/2017 |
| Lincoln Financial Advisors Corporation | Exton | PA | 11/2017 | 01/2025 |
| Osaic Wealth, Inc. | Exton | PA | 01/2025 | Present |
1. AMANDA PEABODY 805 SPRINGDALE DRIVE EXTON, PA 19341 CATEGORY: NOTARY PUBLIC INVESTMENT RELATED: NO TITLE: NOTARY PUBLIC DUTIES: NOTARIZE START DATE: 6/1/2017 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1. 2.DELPHI WEALTH MANAGEMENT GROUP POSITION: Director of Practice Management NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 90 START DATE: 11/02/2017 ADDRESS: 805 Springdale Drive, Exton PA 19341, United States DESCRIPTION: Manage the daily staff activities for best practices, client related items, staff questions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-09 |
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