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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-24 |
| TX | RA | APPROVED | 2024-01-19 |
| VA | RA | APPROVED | 2024-01-19 |
Branch Locations
4000 Legato Road Suite 1100 #6034, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks | El Segundo | CA | 02/2013 | 11/2016 |
| Woodbury Financial Services Inc | Fairfax | VA | 11/2016 | 01/2024 |
| Osaic Wealth, Inc. | Fairfax | VA | 01/2024 | Present |
1)SPORTS OFFICIAL POSITION: High School Varsity Basketball Official NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/01/1981 ADDRESS: 13617 Bridgeland Lan, Clifton VA 20124, United States DESCRIPTION: Officiate High School basketbal contests 2) STEVE MOHYLA POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 05/01/1994 ADDRESS: 10560 Main St Ste PH-15, Fairfax VA 22030 DESCRIPTION: Sales of fixed insurance 3) BRIDGELAND WEALTH CONSULTIING LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/05/2005 ADDRESS: 4000 Legato Rd Ste 1100, Fairfax VA 22033, United States DESCRIPTION: This entity is formed merely to provide administrative support to the practice. It signs the contracts, provides payroll for the unlicensed assistant, and is also the holder of the 401(k). It has no contact with the outside world.I also use it to track expenses for tax preparation at the end of the year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-22 |
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