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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
555 East Lancaster Ave., Ste 505, Radnor, PA 18087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lombard International | Philadelphia | PA | 06/2014 | 10/2016 |
| Highland Capital Brokerage | Radnor | PA | 11/2016 | Present |
| Investacorp Inc | Miami | FL | 07/2017 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 07/2017 | 07/2020 |
| Securities America, Inc. | Radnor | PA | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Radnor | PA | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Radnor | PA | 06/2024 | Present |
| Osaic Wealth, Inc. | Radnor | PA | 06/2024 | Present |
1. HIGHLAND CAPITAL BROKERAGE POSITION: Wholesaler NATURE: Insurance wholesaler. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2016 ADDRESS: 555 East Lancaster Ave Ste 505, Radnor PA 19087 DESCRIPTION: I discuss life insurance opportunities with financial advisors and help them sell policies to their clients. Sometimes I will illustrate and discuss Variable Universal Life policies if they are an appropriate solution for the policyholder.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-10 |
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