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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-30 |
| PA | RA | APPROVED | 2025-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delphi Wealth Management Group | Exton | PA | 03/2021 | 03/2022 |
| Lincoln Financial Advisors | Exton | PA | 03/2022 | 08/2023 |
| Harbor View Restaurant | Cape May | NJ | 05/2020 | 08/2020 |
| Latteria | Swedesboro | NJ | 05/2019 | 08/2019 |
| The Village Pub | Swedesboro | NJ | 08/2017 | 04/2018 |
| Saint Joseph's University | Philadelphia | PA | 08/2018 | 05/2023 |
| J.P. Morgan Securities Llc | Philadelphia | PA | 08/2023 | 02/2025 |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 08/2023 | 02/2025 |
| Barnes & Noble College Booksellers Llc | Philadelphia | PA | 01/2021 | 03/2021 |
| Saint Joseph's University | Philadelphia | PA | 09/2019 | 05/2020 |
| Unemployed | Swedesboro | NJ | 05/2018 | 07/2018 |
| Unemployed | Swedesboro | NJ | 08/2013 | 07/2017 |
| Osaic Wealth, Inc. | Ft Wayne | IN | 02/2025 | Present |
1. DELPHI WEALTH MANAGEMENT GROUP POSITION: Financial planner NATURE: Insurance and fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/27/2025 ADDRESS: 805 Springdale Drive, Exton PA 19341, United States DESCRIPTION: Open fixed annuities for clients when it is appropriate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-08 |
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