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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| TX | RA | APPROVED_RES | 2024-06-19 |
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
3070 Bristol Pike Bldg. 2 Ste 200, Bensalem, PA 19020 • 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 |
|---|---|---|---|---|
| Securities America Inc. | Lavista | NE | 05/2009 | 06/2024 |
| Securities America Advisors | Lavista | NE | 05/2009 | 06/2024 |
| Osaic Wealth, Inc. | Bensalem | PA | 06/2024 | Present |
| Osaic Wealth, Inc. | Bensalem | PA | 06/2024 | Present |
SAA POSITION: advisor NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISORY - IAR - START DATE: 07/2009 - LOCATED AT 3070 BRISTOL PIKE, BLDG. 2 STE 200, BENSALEM, PA 19020, United States INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 07/01/2009 ADDRESS: 3070 Bristol Pike, Bldg 2, Suite 200, Bensalem PA 19020 DESCRIPTION: asset management and advising AUGUSTINE FINANCIAL POSITION: sales NATURE: AUGUSTINE FINANCIAL GROUP, INSURANCE SALES - AGENT/PRESIDENT - INVESTMENT RELATED - START DATE: 11/1996 - LOCATED AT 3070 BRISTOL PIKE, BLDG. 2 STE 200, BENSALEM, PA 19020, United States - 0% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/1996 ADDRESS: 3070 Bristol Pike, Bldg 2, Suite 200, Bensalem PA 19020 DESCRIPTION: Life insurance and fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-15 |
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