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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
660 Sentry Parkway Suite 100, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Blue Bell | PA | 10/2008 | 01/2025 |
| Lincoln Financial Securities | Blue Bell | PA | 12/2012 | 01/2025 |
| Osaic Wealth, Inc. | Blue Bell | PA | 01/2025 | Present |
1. RHM PARTNERS, LLC POSITION: Advisor/Succession Agreement NATURE: Solicitation and sales of Fixed Life, LTC and Annuities. Personal sales. Receiving Salary Continuation payments from RHM via succession plan agreement effective 7/1/2026 INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 09/22/2008 ADDRESS: 660 Sentry Pkwy, Suite 100, Blue Bell PA 19422, United States DESCRIPTION: Solicitation and sales of Fixed Life, LTC and Annuities. Personal sales. Receiving Salary Continuation payments from RHM via succession plan agreement effective 7/1/2026. 2. INDEPENDENCE FINANCIAL GROUP POSITION: Owner NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2011 ADDRESS: 660 Sentry Parkway, Suite 100, Blue Bell, PA 19422 DESCRIPTION: Working with fixed product sales in addition to personal fixed insurance sales; Wholesaling traditional life and annuity products to producers and agents. 3. NEXUS FINANCIAL, LLC POSITION: Partner- General NATURE: Marketing Name INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2019 ADDRESS: 660 Sentry Parkway, Suite 100, Blue Bell, PA 19422 DESCRIPTION: General Partner 4. NEXUS FINANCIAL, LLC. POSITION: Advisor NATURE: The entity is used solely as the marketing arm for RHM Partners LLC and Independence Financial Group for both investment and insurance business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2019 ADDRESS: 660 Sentry Pkwy, Ste 100, Blue Bell PA 19422, United States DESCRIPTION: The entity is used solely as the marketing arm for RHM Partners LLC and Independence Financial Group for both investment and insurance business. My succession agreement is in place for RHM and IFG effective 7/1/2026. I will continue to be a financial advisor utilizing Nexus Financial as my marketing name.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-24 |
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