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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-03 |
| NC | RA | APPROVED | 2023-11-03 |
| PA | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
800 Township Line Road Suite 125, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Langhorne | PA | 12/2012 | 11/2023 |
| Osaic Wealth, Inc. | Langhorne | PA | 11/2023 | Present |
1. STARTZELLGROUP LLC POSITION: Owner, Tax Preparer NATURE: LLC - Tax Filing Service INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/12/2024 ADDRESS: 880 Gainsway Rd, Yardley PA 19067, United States DESCRIPTION: Prepare and file tax returns for individuals, families, and small businesses. 2. CASEY STARTZELL POSITION: Insurance Agent NATURE: Fixed Annuities and Life Insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2024 ADDRESS: 800 Township Line Rd, Suite 125, Yardley PA 19067, United States DESCRIPTION: Selling term life insurance through Vanbridge. 3. JAMES R. POTOKA POSITION: 1099 Employee NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/29/2025 ADDRESS: 800 Township Line Rd, Suite 125, Yardley PA 19067, United States DESCRIPTION: Registered Rep under James R. Potoka
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-11 |
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