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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
14135 Midway Road Suite G 110, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 11/2008 | 02/2019 |
| Penn Mutual Life Ins Co | Horsham | PA | 11/2008 | Present |
| Kestra Investment Services, Llc | Addison | TX | 02/2019 | 03/2026 |
| Kestra Advisory Services, Llc | Addison | TX | 02/2019 | 03/2026 |
| Osaic Wealth | Addison | TX | 01/2026 | Present |
1. GARDNER WALLACE FINANCIAL SOLUTIONS POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 02/14/2019 ADDRESS: 14135 Midway Rd, Ste G110, Addison TX 75001, United States DESCRIPTION: insurance sales and service for various carriers, DBA for financial services business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-12-11 |
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