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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Pittsburgh | PA | 08/2004 | 06/2024 |
| Securities America Advisors, Inc. | Pittsburgh | PA | 08/2004 | 06/2024 |
| Conway Financial | Pittsburgh | PA | 12/2002 | Present |
| Everbank | Jacksonville | FL | 02/2006 | Present |
| Osaic Wealth, Inc. | Pittsburgh | PA | 06/2024 | Present |
| Osaic Wealth, Inc. | Pittsburgh | PA | 06/2024 | Present |
1. CONWAY FINANCIAL POSITION: Agent NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/1992 ADDRESS: 2449 Kings Lane, Pittsburgh PA 15241 DESCRIPTION: Sales of fixed and equity index annuities and term life insurance 2. CONWAY FINANCIAL POSITION: Agent NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 5/1992 - LOCATED AT 2449 Kings Lane, Pittsburgh, PA 15241 INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/1992 ADDRESS: 2449 Kings Lane, Pittsburgh PA 15241, United States DESCRIPTION: Sales of fixed and equity index annuities and term life insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-16 |
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