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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-12 |
Branch Locations
5310 Nw 33 Ave. Suite 206, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Boca Raton | FL | 05/2020 | 11/2024 |
| Unemployed | Coral Springs | FL | 05/2010 | 04/2020 |
| Osaic | Fort Lauderdale | FL | 11/2024 | Present |
1. PATH FINANCIAL PARTNERS POSITION: Operations Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/29/2025 ADDRESS: 5310 NW 33rd Ave, STE 206, Ft Lauderdale FL 33309, United States DESCRIPTION: I am an Operations Manager for PATH Financial Partners, a DBA under OSAIC. 2. CREATIVE FINANCIAL NETWORK (CFN) POSITION: Insurance Agent NATURE: Fixed Insurance Products Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 04/13/2026 ADDRESS: 5310 NW 33rd Ave STE 206, Ft Lauderdale FL 33309, United States DESCRIPTION: Selling Medicare products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-05 |
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