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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
307 International Circle Suite 390, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Consultants, Llc. | Hunt Valley | MD | 01/2022 | 02/2023 |
| Aflac | Melville | NY | 06/2021 | 08/2021 |
| Premium Merchant Funding | New York | NY | 06/2020 | 08/2020 |
| Morgan Stanley | New York | NY | 05/2019 | 08/2019 |
| Morgan Stanley | New York | NY | 12/2019 | 01/2020 |
| Towson University | Towson | MD | 08/2018 | 05/2022 |
| General Douglas Macarthur High School | Levittown | NY | 09/2014 | 06/2018 |
| That Pizza Place | Levittown | NY | 03/2018 | 08/2018 |
| Catholic Youth Organization Sports | Levittown | NY | 11/2013 | 06/2018 |
| Lincoln Financial Advisors | Vienna | VA | 02/2023 | 01/2025 |
| Osaic Wealth, Inc. | Hunt Valley | MD | 01/2025 | Present |
1. HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2023 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: Create financial plans for the clients of the Heritage planners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-13 |
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