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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 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial Services | Dallas | TX | 08/2016 | 01/2022 |
| Securities America, Inc. | Hershey | PA | 01/2022 | 06/2024 |
| Securities America Advisors | Hershey | PA | 01/2022 | 06/2024 |
| Osaic Wealth, Inc. | Hershey | PA | 06/2024 | Present |
| Osaic Wealth, Inc. | Hershey | PA | 06/2024 | Present |
DBA - Wealth Management Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-17 |
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