John Joseph Cvach

Current Employers

Employment History

• 02/2003 → Present
  Tmg Holding Company, Inc
  Severna Park, MD
• 01/2010 → 09/2020
  Securities Service Network
  Centerville, MD
• 01/2009 → Present
  Cvach Financial Serivices
  Centerville, MD
• 09/2020 → 06/2024
  Securities America, Inc.
  Centerville, MD
• 09/2020 → 11/2024
  Arbor Point Advisors
  Centreville, MD
• 06/2024 → Present
  Osaic Wealth, Inc.
  Centerville, MD
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2020-09-18 → 2024-11-08
  Arbor Point Advisors
  Centreville, MD
• 2010-01-14 → 2020-09-18
  Ssn Advisory, Inc.
  Centerville, MD
• 1998-02-20 → 2009-12-31
  Medallion Advisory Services, Llc
  Severna Park, MD

Other Businesses

CVACH FINANCIAL SERVICES, PA POSITION: President NATURE: Accounting/Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 20 START DATE: 12/21/2019 ADDRESS: 2623 Centreville Road, Centreville MD 21617 DESCRIPTION: Bookkeeping/tax preparation GOODWILL FIRE CO INC. POSITION: Treasurer NATURE: Treasurer - non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 212 Broadway, Centreville MD 21617 DESCRIPTION: Treasurer - pay bills, make deposits ARBOR POINT ADVSIORS POSITION: Advisor NATURE: Advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/21/2020 ADDRESS: 2623 Centrveille Road, Centreville MD 21617 DESCRIPTION: Use of 3rd part money managers for clients DBA - Cvach Financial Services, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-08-24
• S65 Uniform Investment Adviser Law Examination
  1993-06-23