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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Pittsburgh | PA | 06/2016 | 03/2017 |
| Citizens Bank | Pittsburgh | PA | 04/2017 | 05/2017 |
| Citizens Securities, Inc | Pittsburgh | PA | 05/2017 | 06/2020 |
| Osaic Wealth, Inc. | Greenville | PA | 10/2023 | Present |
| Grenville Savings Bank | Greenville | PA | 06/2020 | 05/2023 |
| Unemployed | Greenville | PA | 05/2023 | 10/2023 |
1. Notary Public 2. HENEGAN FINANCIAL SERVICES POSITION: Registered Assistant NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2023 ADDRESS: 320 Main St, Greenville PA 16125, United States DESCRIPTION: Registered Assistant to Joseph Henegan, a financial advisor, paid on salary. 3. STRAYHAVEN ANIMAL SHELTER POSITION: Treasurer NATURE: 501c(3) Nonprofit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 94 Donation Rd, Greenville PA 16125, United States DESCRIPTION: Advise on anything financial. Cannot sign checks and do not touch money.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-08 |
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