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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Souderton | PA | 04/2025 | 08/2025 |
| Jpmorgan Chase Bank, N.A. | Souderton | PA | 04/2025 | Present |
| University Of Pittsburgh | Pittsburgh | PA | 08/2022 | 08/2024 |
| Simply Bold Cafe | Reading | PA | 08/2020 | 01/2022 |
| Honeybrook Golf Course | Honey Brook | PA | 04/2017 | 08/2019 |
| Simply Bold Cafe | Reading | PA | 01/2025 | 03/2025 |
| Pnc | Pittsburgh | PA | 06/2024 | 12/2024 |
| Aldi Inc. | Pittsburgh | PA | 06/2023 | 09/2023 |
| Unemployed | Reading | PA | 04/2015 | 03/2017 |
| Unemployed | Reading | PA | 09/2019 | 07/2020 |
| Unemployed | Pittsburgh | PA | 02/2022 | 07/2022 |
| Osaic Wealth, Inc | Exton | PA | 09/2025 | Present |
1. DELPHI WEALTH MANAGEMENT GROUP POSITION: Wealth Planning Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 140 START DATE: 09/09/2025 ADDRESS: 805 Springdale Drive, Exton PA 19341, United States DESCRIPTION: Assist Advisors with day to day account service requests.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-17 |
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