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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-17 |
| NJ | RA | APPROVED | 2025-01-24 |
Branch Locations
805 Springdale Drive, Exton, PA 19341 • United States
Berlin, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Masso Torrence Wealth Management | Marlton | NJ | 06/2014 | 12/2016 |
| Notary Public | Berlin | NJ | 12/2016 | Present |
| Lincoln Financial Advisors | Cherry Hill | NJ | 04/2017 | 01/2025 |
| Osaic Wealth, Inc. | Cherry Hill | NJ | 01/2025 | Present |
1. T & C Creations LLC 55 Jefferson Avenue Berlin New Jersey 08009 Category: Entity/Retail Service Investment Related: NO Title: co-owner of Arts and Crafts business Duties: manufacture arts and crafts and manage business' operations Start Date: 6/19/2021 Hours per Month: 40 Hours per Month during trading hours: 0 FORM BR update (If investment related and conducted within BD NSB/OSJ): NO Website updated onto FORM BR (If investment related and conducted within BD NSB/OSJ): NO 2. DELPHI WEALTH MANAGEMENT GROUP POSITION: Wealth Planning Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/28/2025 ADDRESS: 805 Springdale Drive, Exton PA 19341, United States DESCRIPTION: Perform Administrative include but not limited to answering phones, account maintenance and distributions, and preparing for meetings and/or reviews.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-15 |
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