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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-27 |
| NC | RA | APPROVED | 2024-06-14 |
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Hershey | PA | 08/2004 | 10/2017 |
| Securities America, Inc. | Hershey | PA | 10/2017 | 06/2024 |
| Securities America Advisors | Hershey | PA | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Hershey | PA | 06/2024 | Present |
1. WEALTH MANAGEMENT SERVICES INC. - DBA 2. LANDMINE PROPERTIES INC. POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2004 ADDRESS: 1404 E. Chocolate Ave, Hershey PA 17033, United States DESCRIPTION: Myself and fellow SAI rep Jeff Buchanan own the office building we rent back to our DBA Wealth Management Services. 3. Landmine Properties has acquired interest in a second piece of real estate at 1345 E Chocolate Ave. Property will be leased to IBA Insurance (other OBA) Landmine Properties has acquired an interest in Lotto Station LLC doing business as The Englewood Restaurant located at 1215 Research Blvd Hummelstown PA 17036 4. INDEPENDENT BROKERS OF AMERICA POSITION: Owner NATURE: 30% Owner of Independent Brokers of America INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 1345 E Chocolate Ave, Hershey PA 17033, United States DESCRIPTION: Part owner of an PNC company. No time spent on any activites involving this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-29 |
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