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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-03 |
| NJ | RA | APPROVED | 2025-01-31 |
Branch Locations
901 Lincoln Dr. W, Suite 304, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Horsham | PA | 09/2018 | 07/2019 |
| New York Life Insurance Company | Horsham | PA | 08/2018 | 07/2019 |
| Sei Investments | Oaks | PA | 01/2017 | 08/2018 |
| Massmutual | East Windsor | NJ | 07/2019 | 01/2025 |
| Mml Investors Services | East Windsor | NJ | 08/2019 | 01/2025 |
| Canal Wines Unlimited | Medford | NJ | 05/2016 | 01/2017 |
| Osaic Wealth, Inc. | Marlton | NJ | 01/2025 | Present |
1. FFIG POSITION: Agent NATURE: Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/31/2025 ADDRESS: 901 Lincoln Drive W, Ste 304, Marlton NJ 08053, United States DESCRIPTION: Insurance sales 2. RDB WEALTH ADVISORS POSITION: Financial Planning DBA NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/31/2025 ADDRESS: 901 Lincoln Drive W, Marlton NJ 08053, United States DESCRIPTION: Opening up a DBA for marketing and professional purposes. The Nature of the business with be Financial planning/Advisory.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-28 |
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