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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Hurricane | WV | 06/2019 | 10/2025 |
| Primerica Financial Services | Hurricane | WV | 01/2019 | 10/2025 |
| City Of Charleston | Charleston | WV | 07/2005 | 02/2026 |
| Osaic Wealth, Inc. | Hurricane | WV | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-03 |
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