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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-21 |
| TX | RA | APPROVED | 2025-01-24 |
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
729 Thimble Shoals Boulevard Suite 2E, Newport News, VA 23606 • United States
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 |
|---|---|---|---|---|
| Langley Federal Credit Union | Yorktown | VA | 05/1995 | 06/2019 |
| Cetera Investment Services Llc | St. Cloud | MN | 12/2010 | 06/2019 |
| Cetera Investment Advisers Llc | Yorktown | VA | 01/2014 | 06/2019 |
| Lincoln Financial Advisors, Inc | Newport News | VA | 06/2019 | 01/2025 |
| Osaic Wealth, Inc. | Newport News | VA | 01/2025 | Present |
1) Board member of Sister Cities of Newport News POSTION: Board Member NATURE: Building international cooperation - city to city, person to person. INVESTMENT RELATED: No. NUMBER OF HOURS 2 SECURITIES TRADING HOURS 0 START DATE: 08/03/2020 DESCRIPTION: Provide oversight and advice. 2) WILLIAM EASTBURN - INSURANCE OBA POSITION: Agent NATURE: fixed insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2019 ADDRESS: 729 Thimble Shoals #2E, Newport-News VA 23606, United States DESCRIPTION: solicit, sell and service fixed insurance products 3) SEAFORD ENTERPRISES POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2019 ADDRESS: 729 Thimble Shoals Blvd., Ste. 202, Newport News VA 23606, United States DESCRIPTION: Sole owner of corporation for my Osaic financial services practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-21 |
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