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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-05 |
Branch Locations
800 Township Line Road Suite 125, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth / Legacy Financial | Yardley | PA | 01/2023 | Present |
| Brandywine Counseling & Community Services | Wilmington | DE | 03/2019 | 12/2022 |
| Esf Summer Camps | King Of Prussia | PA | 09/2017 | 03/2019 |
| Episcopal Academy | Newtown Square | PA | 02/2017 | 06/2018 |
| Vetri Community Partnership | Philadelphia | PA | 04/2017 | 09/2017 |
| West Chester University Of Pennsylvania | West Chester | PA | 01/2014 | 12/2016 |
| Unemployed | West Chester | PA | 01/2017 | 04/2017 |
CASEY STARTZELL - STARTZELL GROUP POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 132 SECURITIES TRADING HOURS: 132 START DATE: 01/01/2023 ADDRESS: 800 Township Line Road, Suite 125, Yardley PA 19067, United States DESCRIPTION: I am the assistant to the rep Casey Startzell. Help prepare for client meeting, notes, manage the calendar and schedule, work with back office on issues with paper work, help open accounts, send distributions as well as others tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-17 |
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