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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-11-03 |
| MD | RA | APPROVED | 2023-11-03 |
| VA | RA | APPROVED | 2023-11-03 |
Branch Locations
12040 South Lakes Dr. Suite 103, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Reston | VA | 01/2005 | 11/2023 |
| Financial Solutions Group | Reston | VA | 09/2006 | Present |
| Osaic Wealth, Inc. | Reston | VA | 11/2023 | Present |
1) UPI REALTY POSITION: Officer NATURE: This is an LLC and my husband and I are 50% partners. The company holds our real estate properties. It is a LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2006 ADDRESS: 12040 South Lakes Drive, Suite 103, Reston VA 20191, United States DESCRIPTION: I do not perform any tasks for the company. My husband takes care of it 100% I do not take care of any administration 2) FINANCIAL SOLUTIONS GROUP LLC POSITION: CFP NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 140 START DATE: 09/01/2006 ADDRESS: 12040 South Lakes Drive, Suite 103, Reston VA 20191, United States DESCRIPTION: Health Insurance/Life insurance and Disability 3) BLOSSOMS FOR PINK 12121 Thoroughbred Road, Herndon VA 20171 POSITION: I am an officer and we have another office as well as a CPA that has volunteered his time to audit the books and file the return. NATURE: This is a 501C where plants are auctioned off to raise money for breast cancer. I make the plants and then offer it to friends or through other forums to raise awareness to GO Green For Pink INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/05/2019
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-09-14 |
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