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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-13
FL RA APPROVED 2026-03-17
  • TX RA
    APPROVED_RES
    Since 2026-04-13
  • FL RA
    APPROVED
    Since 2026-03-17

Branch Locations

Orlando, FL • United States

210 Sw Natura Ave, Deerfield Beach, FL 33441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Securities Corporation Orlando FL 04/2015 04/2017
Kovack Securities, Inc. Fort Lauderdale FL 04/2017 02/2026
Kovack Advisors, Inc Fort Lauderdale FL 04/2017 02/2026
Osaic Wealth, Inc. Deerfield Beach FL 01/2026 Present
  • 04/2015 → 04/2017
    Lincoln Financial Securities Corporation
    Orlando, FL
  • 04/2017 → 02/2026
    Kovack Securities, Inc.
    Fort Lauderdale, FL
  • 04/2017 → 02/2026
    Fort Lauderdale, FL
  • 01/2026 → Present
    Deerfield Beach, FL
Previous Registrations
  • 2017-05-09 → 2026-02-26
    Altamonte Springs, FL
    Ft. Lauderdale, FL
  • 2015-04-10 → 2017-05-15
    Osaic Fs, Inc.
    Orlando, FL
    Lake Mary, FL
    Winston Salem, NC
  • 2011-11-07 → 2015-03-10
    Lake Mary, FL
    Akron, OH
  • 2011-10-31 → 2015-03-02
    Lake Mary, FL
    Altamonte Springs, FL
  • 2008-06-20 → 2012-03-23
    Fmr Wealth Management, Llc
    Altamonte Springs, FL
  • 2006-03-27 → 2008-09-23
    Osaic Fs, Inc.
    Winter Park, FL
  • 2001-05-07 → 2006-03-30
    Independent Advisers Group Corp
    Winter Park, FL
Other Businesses

1) GC WEALTH MANAGEMENT - 1180 SPRING CENTRE S BLVD, SUITE 202, ALTAMONTE SPRINGS, FL 32714; DBA; WEALTH MANAGMENT SERVICES; INDEPENDENT ADVISOR; INVESTMENT RELATED BUSINESS; 100% OF TIME SPENT 2) INSURANCE SALES - 1180 SPRING CENTRE S BLVD, SUITE 202, ALTAMONTE SPRINGS, FL 32714; COMMISSIONED INSURANCE SALES; CERTIFIED WEALTH STRATEGIST; FINANCIAL ADVISORY SERVICES; INVESTMENT RELATED BUSINESS, 50% OF TIME SPENT 3) REAL ESTATE OWNERSHIP & RENTAL; OWNER/ LANDLORD FOR SHORT TERM RENTALS; REAL ESTATE RENTALS IN ORLANDO, FL & CARTHAGE, NC; 5% OF TIME SPENT 4) RENTAL PROPERTY POSITION: Owner/Trustee NATURE: Rental property held in personal living trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2010 ADDRESS: 500 Little River Farm Blvd, D202, Carthage NC 28327, United States DESCRIPTION: Data gathering for tax purposes/bookkeeping 5) FLORIDA EXECUTIVE WOMEN, INC. POSITION: Member Emeritus NATURE: Member Emeritus of this professional women's organization. I am the past president of this association, offering an educational platform supporting professional women, focusing on networking and fundraising for scholarships. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2009 ADDRESS: PO Box 149404, Orlando FL 32814-9404, United States DESCRIPTION: Attend luncheon meetings one day a month 6) BLADE FINANCIAL SERVICES POSITION: DBA NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/1994 ADDRESS: 210 SW Natura Ave, Deerfield Beach FL 33441, United States DESCRIPTION: Financial Planning with clients, research, analysis and sales

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-06-25
S65 Uniform Investment Adviser Law Examination 2000-04-10
  • S63 Uniform Securities Agent State Law Examination
    2012-06-25
  • S65 Uniform Investment Adviser Law Examination
    2000-04-10
Other Names
  • Pamela Ghezzi Mosure

View on SEC IAPD

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