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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-15 |
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 12/2014 | 02/2018 |
| National Financial Services Llc | Boston | MA | 02/2018 | 02/2020 |
| Securities America, Inc. | Hershey | PA | 02/2020 | 06/2024 |
| Securities America Advisors | Hershey | PA | 06/2020 | 06/2024 |
| Osaic Wealth, Inc. | Hershey | PA | 06/2024 | Present |
1. DBA - Wealth Management Services Inc 2. LIBERTY HILL REALTY POSITION: Owner NATURE: Real estate, buying and reselling or renting real estate properties. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 829 Victoria Ln, PALMYRA PA 17078, United States DESCRIPTION: Buying real estate properties with the goal to either rent or resell.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-14 |
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