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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-16 |
| FL | RA | APPROVED | 2024-09-13 |
| NC | RA | APPROVED | 2024-06-14 |
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert Morris University | Moon | PA | 08/2014 | 05/2019 |
| Mindmatrix | Pittsburgh | PA | 06/2019 | 11/2019 |
| Unemployed | Moon | PA | 11/2019 | 01/2020 |
| Securities America, Inc. | Hershey | PA | 01/2020 | 02/2020 |
| Securities America, Inc. | Hershey | PA | 02/2020 | 06/2024 |
| Securities America Advisors | Hershey | PA | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Hershey | PA | 06/2024 | Present |
1. WEALTH MANAGEMENT SERVICES POSITION: Investment Advisor Representative (IAR) NATURE: DBA only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 03/01/2020 ADDRESS: 1404 E Chocolate Ave, Hershey PA 17033, United States DESCRIPTION: DBA and part owner of company 2. WEALTH MANAGEMENT SERVICES POSITION: Investment Advisor Representative (IAR) NATURE: DBA only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 03/01/2020 ADDRESS: 1404 E Chocolate Ave, Hershey PA 17033, United States DESCRIPTION: DBA and part owner of company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-24 |
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