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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-11-03 |
| NC | RA | APPROVED | 2023-11-03 |
| PA | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Newton Square | PA | 01/2007 | 11/2023 |
| Osaic Wealth, Inc. | Media | PA | 11/2023 | Present |
1) WEALTH EFFICIENCY STRATEGIES POSITION: Owner - NATURE: s-Corp- INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 07/01/1991 ADDRESS: 1 West Second St, Media PA 19063, United States DESCRIPTION: evaluate insurance needs 2) DELMAMM, PROPERTIES, LLC POSITION: owner NATURE: DELMAMM PROPERTIES LLC; NOT INVESTMENT RELATED; ONE WEST SECOND STREET MEDIA PA 19063; PRESIDENT; START DATE 9/01/2012; DUTIES :FORMED DELMAMM PROPERTIES LLC IN SEP. WITH a partner. DELMAMM IS A REAL ESTATE HOLDING COMPANY THAT PURCHASED CURRENT OFFICE LOCATED AT ONE WEST SECOND ST. MEDIA, PA 19063. Bought out Partner in March 2022, now sole owner. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2012 ADDRESS: 1 West Second St, Media PA 19063, United States DESCRIPTION: review books. real estate holding company 3) VELOCITY CONCEPTS POSITION: president NATURE: DBA VELOCITY CONCEPTS, YES,1 W SECOND ST, MEDIA PA 19063, PRESIDENT, 19-MAY-2014, 200, 160, PROVIDE INSURANCE AND INVESTMENT SERVICES - NAME CHANGE IS PART OF A REBRANDING STRATEGY INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 05/19/2014 ADDRESS: 1 W 2nd St, Media PA 19063, United States DESCRIPTION: PROVIDE INSURANCE AND INVESTMENT SERVICES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-10-08 |
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