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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services Lp | San Diego | CA | 02/2014 | 11/2017 |
| Citadel Fcu | West Chester | PA | 02/2014 | 11/2017 |
| Lincoln Financial Advisors Corporation | Exton | PA | 11/2017 | 01/2025 |
| Osaic Wealth, Inc. | Exton | PA | 01/2025 | Present |
1. ANDREW NORTON - DELPHI INSURANCE MANAGEMENT GROUP LLC POSITION: Agent, Other NATURE: Fixed insurance. Non-ownership 1099 is only for insurance / non-securities business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/21/2021 ADDRESS: 805 Springdale Drive, Exton PA 19341, United States DESCRIPTION: Fixed insurance. Fixed insurance. Non-ownership 1099 is only for insurance / non-securities business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-20 |
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