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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-03 |
Branch Locations
110 N Phoenixville Pike Suite 300, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wharton Business Group | Malvern | PA | 08/2007 | Present |
| Fsc Securities Corp | Atlanta | GA | 08/2017 | 11/2023 |
| Osaic Wealth, Inc. | Malvern | PA | 11/2023 | Present |
1. WHARTON WEALTH MANAGEMENT POSITION: Registered Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2008 ADDRESS: 110 N. Phoenixville Pike, Ste 300, Malvern PA 19355, United States DESCRIPTION: Trading Client service administration. New business processing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-19 |
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