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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-06
  • MD RA
    APPROVED
    Since 2026-01-06

Branch Locations

1298 Bay Dale Drive Ste 201, Arnold, MD 21012 • United States

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crump Life Insurance Services Harrisburg PA 06/2017 09/2022
Bankers Life Glen Burnie MD 09/2016 05/2017
Securities America, Inc. Arnold MD 09/2022 06/2024
Pj Robb Variable Corp Memphis TN 05/2022 09/2022
Osaic Wealth, Inc. Scottsdale AZ 06/2024 Present
Osaic Advisory Services Atlanta GA 01/2026 Present
  • 06/2017 → 09/2022
    Crump Life Insurance Services
    Harrisburg, PA
  • 09/2016 → 05/2017
    Bankers Life
    Glen Burnie, MD
  • 09/2022 → 06/2024
    Securities America, Inc.
    Arnold, MD
  • 05/2022 → 09/2022
    Pj Robb Variable Corp
    Memphis, TN
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Scottsdale, AZ
  • 01/2026 → Present
    Osaic Advisory Services
    Atlanta, GA
Other Businesses

1. DOORDASH POSITION: Delivery Driver NATURE: I drive for DoorDash and deliver food. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 901 Market Street, Suite 600, San Francisco CA 94103, United States DESCRIPTION: I drive for DoorDash and deliver food. 2. EBAY POSITION: Seller NATURE: I am selling sports cards on Ebay. I may end up selling other products in the future but mostly sports cards for the foreseeable future. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2023 ADDRESS: 1700 Woodtree Circle, Annapolis MD 21409, United States DESCRIPTION: I sell sports cards on Ebay. 3. MCGUIRE ENTERPRISES LLC POSITION: Member NATURE: LLC reporting as a partnership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2024 ADDRESS: 1700 Woodtree Circle, Annapolis MD 21409, United States DESCRIPTION: I am a limited partner in a partnership with my wife. 4. DELMARVA FINANCIAL GROUP POSITION: Associate Financial Advisor NATURE: LLC filing as an S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/15/2022 ADDRESS: 1298 Bay Dale Dr, Suite 201, Arnold MD 21012, United States DESCRIPTION: I provide client service activities for advisor Beau Breeden doing business as Delmarva Financial Group, Breeden Enterprizes, LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-21
S63 Uniform Securities Agent State Law Examination 2022-07-30
  • S66 Uniform Combined State Law Examination
    2024-09-21
  • S63 Uniform Securities Agent State Law Examination
    2022-07-30

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