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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-05
  • PA RA
    APPROVED
    Since 2026-01-05

Branch Locations

800 Township Line Road Suite 125, Yardley, PA 19067 • 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
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
  • 01/2023 → Present
    Osaic Wealth / Legacy Financial
    Yardley, PA
  • 03/2019 → 12/2022
    Brandywine Counseling & Community Services
    Wilmington, DE
  • 09/2017 → 03/2019
    Esf Summer Camps
    King Of Prussia, PA
  • 02/2017 → 06/2018
    Episcopal Academy
    Newtown Square, PA
  • 04/2017 → 09/2017
    Vetri Community Partnership
    Philadelphia, PA
  • 01/2014 → 12/2016
    West Chester University Of Pennsylvania
    West Chester, PA
  • 01/2017 → 04/2017
    Unemployed
    West Chester, PA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-17
  • S66 Uniform Combined State Law Examination
    2025-11-17

View on SEC IAPD

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