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400 Southpointe Blvd. Plaza One, Suite 420, Canonsburg, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-05-22 |
Branch Locations
400 Southpointe Blvd. Plaza One, Suite 420, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc | Norcross | GA | 05/2012 | 08/2024 |
| Osaic Wealth, Inc. | Canonsburg | PA | 08/2024 | Present |
1) H FINANCIAL MANAGEMENT POSITION: Wealth Advisor NATURE: Investment/ Wealth Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: Varies SECURITY TRADING HOURS: 6.5 START DATE: 5/1/2012 ADDRESS: 400 Southpointe Blvd # 420, Canonsburg, PA 15317 DESCRIPTION: Wealth Advisor for H Financial Management dba Hoge Financial Services, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-14 |
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