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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-07 |
| CA | RA | APPROVED | 2024-10-11 |
| DC | RA | APPROVED | 2024-10-11 |
| GA | RA | APPROVED | 2024-10-11 |
| MN | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| RI | RA | APPROVED | 2024-10-11 |
| WV | RA | APPROVED | 2024-10-11 |
Branch Locations
One Bala Plaza 231 St. Asaphs Rd, Ste 429, Bala Cynwyd, PA 19004 • United States
1041 Bustleton Pike #4, Feasterville, PA 19053 • 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 |
|---|---|---|---|---|
| Bcg Securities, Inc. | Cherry Hill | NJ | 03/2003 | 04/2020 |
| Pss Benefits, Llc | Southampton | PA | 01/2016 | Present |
| American Portfolios Financial Services | Holbrook | NY | 05/2020 | 10/2024 |
| Haddon Planning Ins Corp | Cherry Hill | NJ | 12/2012 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. Registered Rep and Investment Advisor Rep at APA Advisors 2. Owner of the Haddon Planning Ins Corp: Less then $20,000 per year in Health Ins commissions 3. Registered Owner of PSS Benefits 4. President of Rowing Alumni Association non-profit for High School Kids: less then 15 hours per year of work 5. Vice President of Fairmount Boathouse; non-profit boathouse; start 1/15/2023 0% ownership; 0% compensation; 10 hours per month 6. Vice President of Quaker City Rowing Foundation; non-profit fundraising for Rowing; start 1/15/2023 0% ownership; 0% compensation; 2 hours per month 7. QUAKER CITY ROWING POSITION: Vice President NATURE: non - profit fundraising for Rowing INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2023 ADDRESS: 2 Boathouse Row, Philadelphia PA 19130, United States DESCRIPTION: Raise money 8. ROWING ALUMNI ASSOCIATION POSITION: President NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2015 ADDRESS: 309 gypsy ln, wynnewood PA 19096, United States DESCRIPTION: raise money 9. FAIRMOUNT ROWING ASSOCIATION POSITION: President NATURE: non profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 2 Boathouse Row, Philadelphia PA 19130, United States DESCRIPTION: run the boathouse 10. HADDON PLANNING CORP POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/02/2012 ADDRESS: One Bala Plaza, Bala Cynwyd PA 19004, United States DESCRIPTION: The sale of Fixed Health Ins products 11. ARGAT FINANCIAL GROUP LTD POSITION: CEO / President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/02/2010 ADDRESS: One Bala Plaza, 231 St. Asaphs Rs. Ste 429, Bala Cynwyd PA 19004, United States DESCRIPTION: Handel Payroll and all business expenses and operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-29 |
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