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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Altoona | PA | 04/2006 | 06/2024 |
| Securities America Advisors, Inc. | Altoona | PA | 01/2014 | 06/2024 |
| Osaic Wealth, Inc. | Altoona | PA | 06/2024 | Present |
***THE CASHMAN FINANCIAL GROUP INC. POSITION: agent NATURE: Insurance business INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2014 ADDRESS: 2322 Broad Ave, Altoona PA 16601 DESCRIPTION: Selling/quoting annuities and life insurance. ***COACH 4 RETIREES POSITION: agent NATURE: Insurance/Retirement INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2014 ADDRESS: 2322 Broad Ave, Altoona PA 16601 DESCRIPTION: Some retirement planning and fixed returns. ***INSURANCE POSITION: insurance agent NATURE: Insurance agency sell fixed annuities and life insurance under. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2025 ADDRESS: 2322 broad ave, Altoona PA 16601, United States DESCRIPTION: Presenting fixed insurance rates or insurance to clients or prospects as part of a financial plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-28 |
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