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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc. | Hoover | AL | 08/1997 | 09/2020 |
| Securities America, Inc. | Norwell | MA | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Norwell | MA | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Norwell | MA | 06/2024 | Present |
| Osaic Wealth, Inc. | Norwell | MA | 06/2024 | Present |
VARIABLE ANNUITIES POSITION: registered rep NATURE: variable annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/1997 ADDRESS: 35 samuel woodworth rd, Norwell MA 02061 DESCRIPTION: variable annuities SAA POSITION: ADVISOR NATURE: SAA ADVISORY AFFILIATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2020 ADDRESS: 35 samuel woodworth rd, Norwell MA 02061 DESCRIPTION: MANAGING PORTFOLIO OF MUTUAL FUNDS FOR CLIENTS FOR AN ADVISORY FEE VARIABLE ANNUITIES POSITION: registered rep NATURE: variable annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/1997 ADDRESS: 35 samuel woodworth rd, Norwell MA 02061, United States DESCRIPTION: variable annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-22 |
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