Best Investors Account Sign in
Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-04
  • PA RA
    APPROVED
    Since 2026-02-04

Branch Locations

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Export, PA • United States

Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-01-19
  • PA RA
    APPROVED
    Since 2024-01-19

Branch Locations

5911 Oak Hill Ct, Export, PA 15632 • 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
Fortis Investors, Inc. Pittsburgh PA 06/1992 02/2026
Osaic Wealth, Inc. Export PA 01/2024 Present
Osaic Advisory Services Atlanta GA 02/2026 Present
  • 06/1992 → 02/2026
    Fortis Investors, Inc.
    Pittsburgh, PA
  • 01/2024 → Present
    Export, PA
  • 02/2026 → Present
    Osaic Advisory Services
    Atlanta, GA
Previous Registrations
  • 2006-09-25 → 2024-01-19
    Woodbury Financial Services, Inc.
    Export, PA
    Pittsburgh, PA
Other Businesses

1) MCKENNA 259 PROPERTIES HOLDINGS LLC POSITION: managing member NATURE: Non investment related. Own undeveloped land (10 acres). The property is part of a natural gas well production unit. Royalties are paid to my wife, Hope, and I. Property located on Rte 259, Ligonier, PA 15658. Start date 07/01/2011. 1 hour per month. Review and monitor exploration activities and progress, accounting of income. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2011 ADDRESS: 5911 Oakhill Ct, Export PA 15632, United States DESCRIPTION: review and monitor exploration/production activity and progress, accounting of income. 2) SCHILLING FINANCIAL GROUP, INC. POSITION: President NATURE: Sub "S" Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 60 START DATE: 04/01/2002 ADDRESS: 5911 Oakhill Ct, Export PA 15632, United States DESCRIPTION: sale and service of fixed insurance products (life, disability & annuity).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-12
S63 Uniform Securities Agent State Law Examination 1992-07-22
  • S65 Uniform Investment Adviser Law Examination
    2006-05-12
  • S63 Uniform Securities Agent State Law Examination
    1992-07-22

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor