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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-03-03 |
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
14135 Midway Road Suite G 110, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 06/2016 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 07/2016 | 02/2019 |
| Kestra Investment Services | Addison | TX | 02/2019 | 03/2026 |
| Kestra Advisory Services, Llc | Addison | TX | 02/2019 | 03/2026 |
| Osaic Wealth | Addison | TX | 03/2026 | Present |
1. GARDNER WALLACE FINANCIAL SOLUTIONS LLC POSITION: Director of Planning and Investment Operations NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/14/2019 ADDRESS: 14135 Midway Rd, STE G110, Addison TX 75001, United States DESCRIPTION: Assist clients and the advisor's financial services & insurance business. I have an active insurance license but do not sell.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-03 |
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