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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
| VA | RA | APPROVED | 2024-01-19 |
Branch Locations
11825 Rock Landing Dr York Bldg Ste 2C, Newport News, VA 23606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Yorktown | VA | 11/2013 | Present |
| Woodbury Financial Services, Inc | Manassas | VA | 03/2014 | 01/2024 |
| Osaic Wealth, Inc. | Newport News | VA | 01/2024 | Present |
1) MCM ASSOCIATES POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: P.O. Box 511, Manassas, VA 20108 DESCRIPTION: None 2) MCM FINANCIAL MANAGEMENT POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 104 START DATE: 11/14/2017 ADDRESS: 11825 Rock Landing Drive, York Building, Suite 2C, Newport News VA 23606, United States DESCRIPTION: Investment advisory services. Life Insurance Sales and Services. Financial Advising. 3) SUBLETTING OFFICE SPACE POSITION: Subleaser NATURE: n/a INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 11825 Rock Landing Drive, York Building, Suite 2C, Newport News VA 23606, United States DESCRIPTION: I provide one of my offices to my wife for the use of her photography studio. 4) TWO TWELVE POSITION: Chairperson NATURE: This is a business referral network. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/22/2023 ADDRESS: Holcomb Law, P.C., Mall Parkway, Newport News VA 23602, United States DESCRIPTION: I run the meetings, 1 hour each week. Making sure we stay on time and informing the group of any announcements. 5) MATTHEW MARTIN-INSURANCE POSITION: Contact NATURE: Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/22/2024 ADDRESS: 11825 Rock Landing Drive, York Building, Suite 2C, Newport News, VA 23606 DESCRIPTION: I am the point of contact between the business and the Freiden Group, who actually signs them up for the insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-14 |
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