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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
109 Dewalt Ave Suite 200A, Pittsburgh, PA 15227 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Of America Fin. Grp Inc | Pittsburgh | PA | 09/1996 | Present |
| Steven Oberst Tax Service | Pittsburgh | PA | 03/2018 | Present |
| Investacorp Inc | Miami | FL | 02/2014 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 02/2014 | 07/2020 |
| Securities America, Inc. | Pittsburgh | PA | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Pittsburgh | PA | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Pittsburgh | PA | 06/2024 | Present |
**EQUITY OF AMERICA FINANCIAL GROUP, INC POSITION: sales NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 03/06/1990 ADDRESS: 109 Dewalt Ave, Suite 200A, Pittsburgh PA 15227 DESCRIPTION: I sell Universal life. 1. STEVEN OBERST TAX SERVICE POSITION: assist in preparation NATURE: Tax preparation. INVESTMENT RELATED: No NUMBER OF HOURS: 37 SECURITIES TRADING HOURS: 10 START DATE: 03/18/2018 ADDRESS: 3823 Brighton Rd, Pittsburgh PA 15212 DESCRIPTION: Assist in tax preparation for customers 2. TIMOTHY SWETOHA POSITION: Owner/Landlord NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/07/1994 ADDRESS: 1400 Milan Ave, Pittsburgh PA 15226 DESCRIPTION: Landlord 3. TIMOTHY SWETOHA POSITION: Investment Advisory Representative NATURE: Investment Advisory Representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 07/17/2020 ADDRESS: 109 Dewalt Ave, Suite 200A, Pittsburgh PA 15227 DESCRIPTION: Providing Investment Advisory Services 4. EQUITY OF AMERICA FINANCIAL GROUP, INC POSITION: sales NATURE: LIfe Insurance and Annuity INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 03/06/1990 ADDRESS: 109 Dewalt Ave, Suite 200A, Pittsburgh PA 15227, United States DESCRIPTION: I sell whole life, term, universal life and fixed annuity
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-31 |
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