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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2007 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2007 | 08/2026 |
| Osaic Wealth Inc | Marshfield | MA | 07/2026 | Present |
1. CO-CHAIR CITIZENS ADVISORY BOARD (CAB) FOR THE SOUTH COASTAL REGION OF THE MA DEPARTMENT OF DEVELOPMENTAL SERVICES (DDS) POSITION: Co-Chair NATURE: Non-Profit Advisory Board INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2019 ADDRESS: DDS South Coastal Office, 1900 Crown Colony Suite 205, Quincy MA 02169, United States DESCRIPTION: Meetings are held monthly Sept to June. As part of the CAB, I visit group homes or day programs to monitor their services about 2-4 per year. I chair meetings, coordinate speakers for the meetings, and assist in leading a legislative forum once per year regarding adult disability services and policies. 2. SEASIDE GARDENERS OF MARSHFIELD POSITION: Vice President NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 02/23/2022 ADDRESS: 175 Presidential Cir, Marshfield MA 02050, United States DESCRIPTION: Attend Meetings September to May, participate in maintaining public gardens, fund raisers including annual wreath sales and plant sales, and coordinate club activities as Vice President for the 2026-2027 year effective 7/1/2026. For the 2025-2026 year, I am the Program Committee Chair to 06/30/2026. 3. GUARDIAN OF A FAMILY MEMBER POSITION: Guardian NATURE: Guardian for my son, Andrew William Barber. I manage his Representative Payee account as well as an ABLE account. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2014 ADDRESS: 175 PRESIDENTIAL CIR, MARSHFIELD MA 02050, United States DESCRIPTION: Guardian for my son, Andrew William Barber. I manage his Representative Payee account as well as an ABLE account. Also responsible for his representing services with the Department of Developmental Services, managing health care and other personal needs. 4. DBA - CENTINEL FINANCIAL GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 112 START DATE: 06/01/2026 ADDRESS: 462 Plain St, Marshfield MA 02050, United States DESCRIPTION: This is a DBA for my marketing as a financial advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-11 |
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