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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-27 |
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Reinholds | PA | 02/2014 | 06/2024 |
| Securities America Advisors, Inc. | Reinholds | PA | 02/2014 | 06/2024 |
| Osaic Wealth, Inc. | Reinholds | PA | 06/2024 | Present |
| Osaic Wealth, Inc. | Reinholds | PA | 06/2024 | Present |
***INVESTMENT ADVISORY - SECURITIES AMERICA ADVISORS - IAR - INVESTMENT RELATED - START DATE: 02/2014 - LOCATED AT 388 STAVER RD, REINHOLDS, PA 17569 ***DBA: BLUE CHIP FINANCIAL, LLC. ***BLUE CHIP FINANCIAL LLC POSITION: Owner NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2014 ADDRESS: 388 Staver Rd, Reinholds PA 17569 DESCRIPTION: Offering Life Insurance and/or Annuities as a way to mitigate risk.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-15 |
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