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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-09-25
FL RA APPROVED 2024-06-14
TX RA APPROVED 2024-06-14
  • NC RA
    APPROVED
    Since 2024-09-25
  • FL RA
    APPROVED
    Since 2024-06-14
  • TX RA
    APPROVED
    Since 2024-06-14

Branch Locations

210 Sw Natura Ave, Deerfield Beach, FL 33441 • 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
Blade And Blade Pa Deerfield Beach FL 01/1998 Present
National Planning Corporation Saint Petersburg FL 01/2012 10/2017
Securities America Inc. Deerfield Beach FL 10/2017 06/2024
Securities America Advisors Deerfield Beach FL 10/2017 06/2024
Osaic Wealth, Inc. Deerfield Beach FL 06/2024 Present
  • 01/1998 → Present
    Blade And Blade Pa
    Deerfield Beach, FL
  • 01/2012 → 10/2017
    National Planning Corporation
    Saint Petersburg, FL
  • 10/2017 → 06/2024
    Securities America Inc.
    Deerfield Beach, FL
  • 10/2017 → 06/2024
    Securities America Advisors
    Deerfield Beach, FL
  • 06/2024 → Present
    Deerfield Beach, FL
Previous Registrations
  • 2017-11-08 → 2024-06-14
    Securities America Advisors, Inc.
    Deerfield Beach, FL
  • 2012-02-07 → 2017-10-26
    National Planning Corporation
    St. Petersburg, FL
    Deerfield Beach, FL
    St. Petersburg, FL
  • 2006-09-19 → 2011-11-29
    Woodbury Financial Services, Inc.
    Deerfield Beach, FL
    Ocala, FL
    Deerfield Beach, FL
Other Businesses

**BNI POSITION: Participant NATURE: Networking Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2017 ADDRESS: 3500 Gateway Drive, Ft. Lauderdale FL 33069, United States DESCRIPTION: This is a weekly networking group. I am the only Certified Financial Planner in the group. We have weekly meetings reviewing what I do to help clients. **BLADE & BLADE, P.A. POSITION: Manager NATURE: I help my husband with the human resources of his law practice. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/01/1993 ADDRESS: 210 SW Natura Ave, Deerfield Beach FL 33441, United States DESCRIPTION: I help my husband with the human resources of his law practice. **BLADE FINANCIAL SERVICES, LLC POSITION: Salesperson NATURE: Insurance sales in the areas of Life, Fixed Annuities, Disability, and Long Term Care INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/17/1996 ADDRESS: 210 SW Natura Avenue, Deerfield Beach FL 33441, United States DESCRIPTION: Advise clients on various insurance vehicles to meet their goals. **BLADE TITLE COMPANY POSITION: Volunteer NATURE: Help with my husbands title company when needed INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/1999 ADDRESS: 210 SW Natura Avenue, Deerfield Beach FL 33441, United States DESCRIPTION: I assist my husband by covering for a processor when they are out if needed, witness signatures, handle closings if needed. **BLADE FINANCIAL SERVICES, LLC POSITION: Advisor NATURE: Advisory Affiliation SAA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 10/17/1996 ADDRESS: 210 SW Natura Avenue, Deerfield Beach FL 33441, United States DESCRIPTION: Provide Financial Planning services and Investment Advisory Vehicles for clients through SAA

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-02-07
  • S63 Uniform Securities Agent State Law Examination
    2012-02-07
Designations
Other Names
  • Roxanne Almeyda
  • Roxanne Blade
  • Roxanne P Blade

View on SEC IAPD

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