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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-04 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Export, PA • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-22 |
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