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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-18 |
Branch Locations
Philadelphia, PA • United States
12325 Port Grace Blvd, Lavista, NE 68128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rothman Orthopaedics | Philadelphia | PA | 10/2012 | 10/2022 |
| Lincoln Financial Advisors | Philadelphia | PA | 10/2022 | 05/2024 |
| Lincoln Financial | Fort Wayne | IN | 05/2024 | 08/2026 |
| Simplicity Investments | Summit | NJ | 01/2026 | 08/2026 |
| Osaic Wealth, Inc | Philadelphia | PA | 08/2026 | Present |
1. EOM LADY ANGELS POSITION: Volunteer Youth Softball Coach NATURE: It is not an a business. I volunteer coach for my daughter's youth softball team. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2024 ADDRESS: 144 Moore Street, Philadelphia PA 19148, United States DESCRIPTION: Coaching youth softball travel team. Run and schedule practices and games. 2. 2 DOORS DOWN LAND ACQUISITION LLC POSITION: Co-owner NATURE: LLC for Real Estate Rentals and Flips INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2024 ADDRESS: 3132 Lanvale Pl, Philadelphia PA 19145, United States DESCRIPTION: Manage and maintain properties. Assisting with tenants as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-17 |
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