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400 N. Washington Street Suite 202, Falls Church, VA 22046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2002-07-01 |
| VA | RA | APPROVED | 2002-06-20 |
Branch Locations
400 N. Washington Street Suite 202, Falls Church, VA 22046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Mclean | VA | 01/2002 | Present |
| Investment &Amp; Resource Planning | Falls Church | VA | 01/2002 | Present |
| Osaic Wealth, Inc. | Falls Church | VA | 11/2023 | Present |
1. BUSHMAN'S LEGACY ANIMAL RESCUE POSITION: Foster mom NATURE: N/A - it is not a business and it is nota non-profit? It is a very informal set up. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2005 ADDRESS: 5924 6th Street, Falls Church VA 22041, United States DESCRIPTION: Care for homeless dogs till they get adopted. 2. DEBORAH MARSON POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2002 ADDRESS: 400 N. Washington Street, Suite 202, Falls Church VA 22046, United States DESCRIPTION: Sell life, disability and long term care insurance to people who want and need it. I also offer variable annuities. 3. INVESTMENT & RESOURCE PLANNING ASSOCIATES POSITION: Owner/Financial Advisor NATURE: I'm the owner of an Independent RIA. I'm a sole proprietor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2002 ADDRESS: 400 N. Washington Street, Suite 202, Falls Chruch VA 22046, United States DESCRIPTION: Meet with clients for general financial planning and divorce/separation financial planning. Make recomendations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-01-13 |
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