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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
| PA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
6151 Lake Osprey Drive Suite 300, Sarasota, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lfa/Mosaic | Greensburg | PA | 04/2019 | Present |
| Walmart | Tarentum | PA | 11/2017 | 03/2019 |
| Walmart | Belle Vernon | PA | 09/2014 | 11/2017 |
| Lincoln Financial Advisors, Inc | Greensburg | PA | 12/2019 | 01/2025 |
| Osaic Wealth, Inc. | Greensburg | PA | 01/2025 | Present |
1) JULIAN GRUBBS ONE NORTHGATE SQUARE GREENBURG PA 15601 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED ANNUITIES, INDEXED ANNUITIES, DISABILITY INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 01/17/2020 HOURS PER MONTH: 100 HOURS PER MONTH DURING TRADING HOURS: 80. 2)JULIAN GRUBBS DBA HERITAGE FINANCIAL CONSULTANTS -THE BEATTY GROUP CATEGORY INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: 01/17/2020 HOURS PER MONTH: 100 HOURS PER MONTH DURING TRADING HOURS: 80 3) 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 | 2020-01-09 |
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