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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
307 International Circle Suite 390, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Consultants | Vienna | VA | 04/2013 | Present |
| Osaic Wealth, Inc. | Hunt Valley | MD | 01/2025 | Present |
1. MASON-DIXON PLANNING GROUP, LLC POSITION: Client Relationship Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 01/25/2025 ADDRESS: 14302 Manor Road, Phoenix MD 21131, United States DESCRIPTION: This is my job with Thomas Spray-Fry at Osaic Wealth. I prepare client reviews, reach out to clients, take client requests, and complete and process paperwork.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-26 |
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