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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-10 |
| PA | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bloomsburg V | Bloomsburg | PA | 01/2006 | Present |
| Kaufman Financial | Reading | PA | 05/2009 | Present |
| Investacorp Inc | Miami Lakes | FL | 06/2009 | 07/2020 |
| Securities America, Inc. | Reading | PA | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Reading | PA | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Reading | PA | 06/2024 | Present |
| Osaic Wealth, Inc. | Reading | PA | 06/2024 | Present |
KAUFMAN FINANCIAL SERVICES POSITION: REGISTERED REPRESENTATIVE NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2010 ADDRESS: 1609 Lancaster Avenue, Reading PA 19540 DESCRIPTION: Insurance DOUG KAUFMAN POSITION: property manager NATURE: Property Manager INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: 1609 Lancaster Avenue, Reading PA 19607 DESCRIPTION: property manager KAUFMAN ADVISORY SERVICES, INC. POSITION: FINANCIAL PLANNER NATURE: Tax Preparer INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 ADDRESS: 1609 Lancaster Avenue, Reading PA 19540, United States DESCRIPTION: Tax Preparer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-12 |
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