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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-11-08 |
Branch Locations
14026 Fern Valley Lane, Leesburg, VA 20176 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-06-14 |
Branch Locations
1140 South Tremont Street, Oceanside, CA 92054 • United States
Waterford, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim | CA | 01/2014 | 07/2018 |
| Kestler Financial Group, Inc. | Leesburg | VA | 01/2006 | 07/2018 |
| Securities America Inc. | Leesburg | VA | 07/2018 | 06/2024 |
| Securities America Advisors | Leesburg | VA | 07/2018 | 06/2024 |
| Arbor Point Advisors | Leesburg | VA | 04/2022 | 11/2024 |
| Osaic Wealth, Inc. | Leesburg | VA | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. RENTAL PROPERTY POSITION: property owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2018 ADDRESS: 64 Harpers Mill Way, Lovettsville VA 20180 DESCRIPTION: Own a home which is rented by my parents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-22 |
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