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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
307 International Circle Suite 390, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Hunt Valley | MD | 10/2023 | 01/2025 |
| The Bradley Company | Cockeysville | MD | 10/2019 | 10/2023 |
| Edwardsville Borough Policy Depatrment | Edwardsville | PA | 04/2015 | Present |
| Osaic Wealth, Inc. | Hunt Valley | MD | 01/2025 | Present |
1) EDWARDSVILLE BOROUGH POLICE DEPT. 470 MAIN ST. EDWARDSVILLE PA CATEGORY: SERVICE INDUSTRY INVESTMENT RELATED: NO TITLE: PATROLMAN DUTIES: PATROL OFFICER START DATE: 01/2016 HOURS PER MONTH: 2 2) THE BRADLEY COMPANY, 307 INTERNATIONAL CIRCLE, STE 390, HUNT VALLEY MD CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALES AND SERVICES OF ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 12/2022 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 3)THE BRADLEY COMPANY 307 INTERNATIONAL CIRCLE STE 390 HUNT VALLEY MD CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALES AND SERVICES OF ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 12/2022 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 4) HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Agent/ FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: APG Payout with Heritage Financial Consultants, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-17 |
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