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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-24 |
| PA | RA | APPROVED | 2023-09-01 |
Branch Locations
325 N Queen St Suite 104, Lancaster, PA 17603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Horsham | PA | 09/2014 | 04/2017 |
| Securian Financial Services, Inc. | St. Paul | MN | 04/2017 | 07/2022 |
| Minnesota Life Insurance Co. | St. Paul | MN | 04/2017 | 07/2022 |
| Delaware Valley Advisors, Llc | Huntingdon Valley | PA | 04/2017 | 07/2022 |
| Sagepoint Financial, Inc. | Lancaster | PA | 07/2022 | 09/2023 |
| Osaic Wealth, Inc. | Lancaster | PA | 09/2023 | Present |
1) Rental Properties POSITION: Partner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2021 ADDRESS: 3340 Arcola Rd, Collegeville PA 19426, United States DESCRIPTION: Investing in real estate looking to build using rental properties. 2) UNITED STAR CAPITAL, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2020 ADDRESS: 3340 Arcola Road, Collegeville PA 19426, United States DESCRIPTION: Help with finding deals/construction 3) INSURANCE POSITION: Agent NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/01/2017 ADDRESS: 5520 Pennell Road, Media PA 19063, United States DESCRIPTION: Insurance Agent for life/accident/health insurance and group coverage.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-21 |
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