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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
3070 Bristol Pike Bldg. 2 Ste 200, Bensalem, PA 19020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bucknell University | Lewisburg | PA | 08/2014 | 05/2018 |
| Augustine Financial Group | Bensalem | PA | 05/2017 | 07/2017 |
| Augustine Financial Group | Bensalem | PA | 06/2018 | 08/2018 |
| Securities America, Inc. | Bensalem | PA | 08/2018 | 06/2024 |
| Securities America Advisors | Bensalem | PA | 01/2019 | 06/2024 |
| Osaic Wealth, Inc. | Bensalem | PA | 06/2024 | Present |
1. DBA: Augustine Financial Group 2. LIFE INSURANCE POSITION: Life Insurance salesman NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/04/2018 ADDRESS: 3070 Bristol Pike, Building 2 Suite 200, Bensalem PA 19020, United States DESCRIPTION: I sell life insurance when necessary 3. FRIENDS OF RYAN POSITION: Board Member NATURE: I sit on the board for a 501c3 for my High school Archbishop Ryan in Philadelphia. It is volunteer work that is meant to help raise funds for tuition assistance at the school. The name of the charity is Friends of Ryan. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2022 ADDRESS: 3331 Street Rd, suite 445, Bensalem PA 19020, United States DESCRIPTION: I sit in on meetings that are typically an hour long and they are once sometimes twice a month. We throw fundraisers to raise money and my role is to spread awareness of what we do and try and garner support.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-19 |
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