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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
381 Mansfield Avenue Suite 300, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bombardier | Pittsburgh | PA | 04/1991 | 04/2023 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 08/2011 | 09/2019 |
| Penn Mutual Life Ins Co | Horsham | PA | 09/2019 | 11/2024 |
| Hornor Townsend & Kent Llc | Horsham | PA | 10/2019 | 11/2024 |
| Osaic Wealth Inc | Pittsburgh | PA | 11/2024 | Present |
1) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: AXIAS WEALTH ADVISORS | POSITION HELD:AGENT | ADDRESS: 381 MANSFIELD AVE. SUITE 300 PITTSBURGH, PA 15220 | START DATE: 11/4/2019 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS |DESCRIPTION OF DUTIES: SALES & SERVICE OF INVESTMENTS ; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS. 2) DANIEL C. GRAY POSITION: Tax Analyst/Preparer NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2025 ADDRESS: 699 Shady Drive East, Pittsburgh PA 15228, United States DESCRIPTION: Provide tax analysis services and preparation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-11 |
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