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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unisbrands Llc | Aliquippa | PA | 01/2015 | 07/2021 |
| New York Life Insurance Co. | Pittsburgh | PA | 07/2021 | 11/2024 |
| Nylife Securities Llc | Pittsburgh | PA | 09/2021 | 11/2024 |
| Ablak Holdings | Pittsburgh | PA | 01/2021 | 04/2021 |
| Unis Footwear | Aliquippa | PA | 01/2013 | 01/2021 |
| Forvis Mazars Llp | Tysons | VA | 11/2024 | Present |
| Osaic Wealth, Inc. | Herndon | VA | 05/2025 | Present |
1) Unis Real Estate Management LLC, real estate management. 10 hours per month, 0 hours during securities trading hours. Owner 1/2024 start date, 704 chapel road aliquippa PA 15001. 2) DELLINGER ENTERPRISES LLC POSITION: assistant to Tom Dellinger and Kate Okusa NATURE: Wealth management Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/16/2025 ADDRESS: 719 Pine Street, Herndon VA 20170, United States DESCRIPTION: Assist Tom and Kate with trades in client accounts 3) UNIS REAL ESTATE MANAGEMENT POSITION: owner NATURE: Real estate holding and management INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 704 Chapel Road, Aliquippa PA 15001, United States DESCRIPTION: collect rent, and pay mortgage.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-19 |
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