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Richard Joseph Petro

Osaic Wealth, Inc.

Moon Township, PA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-06-14
  • PA RA
    APPROVED
    Since 2024-06-14

Branch Locations

1150 Thorn Run Rd Ste 102, Moon Township, PA 15108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America Inc. Moon Township PA 04/2010 06/2024
Securities America Advisors, Inc. Moon Township PA 05/2010 06/2024
Osaic Wealth, Inc. Moon Township PA 06/2024 Present
  • 04/2010 → 06/2024
    Securities America Inc.
    Moon Township, PA
  • 05/2010 → 06/2024
    Securities America Advisors, Inc.
    Moon Township, PA
  • 06/2024 → Present
    Moon Township, PA
Previous Registrations
  • 2010-05-14 → 2024-06-14
    Securities America Advisors, Inc.
    Moon Township, PA
Other Businesses

1. CANELLA FINANCIAL GROUP POSITION: agent NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1991 ADDRESS: 1150 Thorn Run Rd, Moon Twp PA 15108 DESCRIPTION: Fixed annuity sales and life insurance (term, whole life) 2. CANELLA FINANCIAL GROUP POSITION: agent NATURE: 1)CANELLA FINACIAL GROUP - INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 01/1991 - LOCATED AT 1150 THORN RUN RD., MOON TOWNSHIP, PA 15108 INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1991 ADDRESS: 1150 Thorn Run Rd, Moon Twp PA 15108, United States DESCRIPTION: Fixed annuity sales and life insurance (term, whole life)

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-12-28
  • S63 Uniform Securities Agent State Law Examination
    1990-12-28

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