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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christina's Catering | West Chester | PA | 09/2010 | 06/2017 |
| Stillman Volvo | West Chester | PA | 06/2017 | 02/2019 |
| Lincoln Financial Advisors Corporation | Exton | PA | 04/2019 | 01/2025 |
| Osaic Wealth, Inc. | Exton | PA | 01/2025 | Present |
1. DELPHI WEALTH MANAGEMENT GROUP POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2025 ADDRESS: 805 Springdale Dr, Exton PA 19341, United States DESCRIPTION: Meet with clients and put together customized financial plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-15 |
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