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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Erie | PA | 09/2014 | 08/2020 |
| Securities America, Inc. | Erie | PA | 10/2020 | 06/2024 |
| Securities America Advisors | Erie | PA | 10/2020 | 06/2024 |
| Osaic Wealth, Inc. | Erie | PA | 06/2024 | Present |
| Osaic Wealth, Inc. | Erie | PA | 06/2024 | Present |
1, INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 24 START DATE: 07/02/2020 ADDRESS: 3838 W 12 St, Erie PA 16505, United States DESCRIPTION: Solicit based on client needs. 2. RENTAL PROPERTY POSITION: Owner NATURE: Rental INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/02/2020 ADDRESS: 822 E 29th St, Erie PA 16504, United States DESCRIPTION: Own property to house , my son and Niece who rent an apartment each They pay me rent which goes towards mortgage.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-12-07 |
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