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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-18 |
Branch Locations
1919 Commerce Drive Suite 140, Hampton, VA 23666 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Cranford | NJ | 03/2016 | 04/2019 |
| Wells Fargo Bank, Na | Cranford | NJ | 12/2014 | 04/2019 |
| Pnc | Chester | NJ | 12/2019 | 10/2020 |
| Home Depot Inc | Breinigsville, Pa | PA | 09/2019 | 11/2019 |
| Jp Morgan Chase Bank | Norristown | PA | 02/2021 | 01/2022 |
| Jp Morgan Chase Bank | Phillipsburg | NJ | 12/2020 | 02/2021 |
| Unemployed | Hackettstown | NJ | 04/2019 | 09/2019 |
| Unemployed | Hackettstown | NJ | 11/2019 | 12/2019 |
| Unemployed | Hackettstown | NJ | 10/2020 | 11/2020 |
| The Vanguard Group, Inc. | Malvern | PA | 02/2022 | 06/2023 |
| Osaic Wealth | Hampton | VA | 05/2024 | 12/2024 |
| Unemployed | Chesapeake | VA | 06/2023 | 03/2024 |
| Ashley Furniture Company | Virginia Beach | VA | 03/2024 | 06/2024 |
| Osaic Wealth, Inc. | Hampton | VA | 12/2024 | Present |
1. INVESTORS SECURITIES GROUP POSITION: Registered Assistant NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 90 START DATE: 05/20/2024 ADDRESS: 1919 Commerce Drive, Suite 140, HAMPTON VA 23666, United States DESCRIPTION: Assistance with service related items
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-30 |
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