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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-03 |
| FL | RA | APPROVED | 2023-08-14 |
| NC | RA | APPROVED | 2023-06-12 |
| PA | RA | APPROVED | 2020-07-17 |
| MD | RA | APPROVED | 2018-11-02 |
Branch Locations
1954 Greenspring Drive Suite 515, Timonium, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Allentown | PA | 04/1992 | 11/2018 |
| Osaic Wealth, Inc. | Timonium | MD | 11/2018 | Present |
1) MID-ATLANTIC WEALTH ADVISORS, LLC - SECURITIES POSITION: Owner/President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 03/30/2017 ADDRESS: 1954 Greenspring Drive, Suite 515, Timonium MD 21093, United States DESCRIPTION: Sales/Marketing of Securities and Insurance Products As President/Owner, I am responsible for the lease, making sure the monthly bills are paid to our vendors. I am responsible for the employment of two staff members. Responsible for tax filing of the LLC. 2) GREATER CHESAPEAKE CHARITABLE FOUNDATION POSITION: Board Member NATURE: Charitable Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 1300 York Road, Suite 210, Lutherville MD 21093, United States DESCRIPTION: I am a Board member for a Charitable Foundation that raises money for the Baltimore charities. 3) MID-ATLANTIC WEALTH ADVISORS, LLC - FIXED LIFE INSURANCE POSITION: Registered Reprensentative NATURE: Fixed Whole Life Insurance and Fixed Annuities Term Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/30/2017 ADDRESS: 1954 Greenspring Drive, Ste 515, Timonium MD 21093, United States DESCRIPTION: Sales/marketing of Fixed Insurance Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-18 |
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