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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-26 |
| FL | RA | APPROVED | 2024-06-10 |
| RI | RA | APPROVED | 2022-01-10 |
| NV | RA | APPROVED | 2021-06-01 |
| IN | RA | APPROVED | 2021-05-20 |
| MN | RA | APPROVED | 2021-04-30 |
| MA | RA | APPROVED | 2019-01-29 |
| CA | RA | APPROVED | 2018-11-02 |
| DE | RA | APPROVED | 2018-11-02 |
| IL | RA | APPROVED | 2018-11-02 |
| MD | RA | APPROVED | 2018-11-02 |
| NJ | RA | APPROVED | 2018-11-02 |
| PA | RA | APPROVED | 2018-11-02 |
Branch Locations
1790 Yardley-Langhorne Road Heston Hall, Suite 202, Yardley, PA 19067 • United States
Fort Lauderdale, FL • 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 |
|---|---|---|---|---|
| John Hancock Life Insurance Company | Roseland | NJ | 06/2004 | 11/2018 |
| Signator Investors, Inc. | Roseland | NJ | 06/2004 | 11/2018 |
| Osaic Wealth, Inc. | Yardley | PA | 11/2018 | Present |
1. AGENT SELLING TRADITIONAL INSURANCE PRODUCT. EDELMAN WEALTH MANAGEMENT GROUP. INSURANCE BROKER-LIFE,ANNUITIES,EDELMAN WEALTH MGT, AIR/REP,START DATE- 2004, APPROX 5-10HRS MONTHLY & BUSINESS. OWNS PROPERTY & CASUALTY CO,NOT A WRITING AGT, EDLEMAN INSURANCE MANAGEMENT LLC, INSURANCE BROKERAGE AGENCY, PRESIDENT/ ADMINISTRATIVE ,START DATE- 9/18/09,APRX 10HRS MONTHLY, APRX 1HR BUSINESS.... 2. FINANCIAL DESTINATIONS POSITION: President NATURE: this is fixed insurance only through a current approved OBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/16/2019 ADDRESS: 1790 Yardley-Langhorne Road, Heston Hall, Suite 205, Yardley PA 19067, United States DESCRIPTION: President of firm 3. EDELMAN WEALTH MANAGEMENT GROUP INC. POSITION: President NATURE: Corporation acting as a DBA for my Royal Alliance securities business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/1996 ADDRESS: 1790 Yardley Langhorne Road, Suite 202, Yardley PA 19067, United States DESCRIPTION: Meet with clients to implement investment strategies that will allow them to achieve their financial goals such as educating their children, securing their family, retirement and retirement plans for businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-14 |
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