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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-03 |
| DE | RA | APPROVED | 2023-11-03 |
| DC | RA | APPROVED | 2023-11-03 |
| FL | RA | APPROVED | 2023-11-03 |
| GA | RA | APPROVED | 2023-11-03 |
| IN | RA | APPROVED | 2023-11-03 |
| KS | RA | APPROVED | 2023-11-03 |
| LA | RA | APPROVED | 2023-11-03 |
| MD | RA | APPROVED | 2023-11-03 |
| NJ | RA | APPROVED | 2023-11-03 |
| NC | RA | APPROVED | 2023-11-03 |
| OH | RA | APPROVED | 2023-11-03 |
| PA | RA | APPROVED | 2023-11-03 |
| SC | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-03 |
| VA | RA | APPROVED | 2023-11-03 |
| WV | RA | APPROVED | 2023-11-03 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Herndon | VA | 08/2016 | 11/2023 |
| Osaic Wealth, Inc. | Herndon | VA | 11/2023 | Present |
1)DELLINGER ENTERPRISES LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Y NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/05/2003 ADDRESS: 719 Pine Street, Herndon VA 22066; Payroll account in which an administrator in the office oversees the bills, etc. and in which I oversee the portfolio from the accumulated cash which is invested as long-term risk capital for the practice. 2)FITNESS EVOLUTION POSITION: Passive outside investor 20% ownership NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2008; ADDRESS: 485 South Street, Front Royal VA 22630; DESCRIPTION: a passive outside investor with no activities connected to the day-to-day operations of the facility 3)CRUMP INSURANCE AGENCY POSITION: agent NATURE: Insurance agency; INVESTMENT RELATED: Y NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/28/2011; 280 S-400 W Street, Suite 100, Salt Lake City UT 84101; Promote LTC, term life insurance, and disability income insurance. 4)DELLINGER PROPERTY LLC; President NATURE: It is the owner of the Historic House where the practice is located INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/24/2011; 719 Pine Street, Herndon VA 20170; Making sure the inside and outside of the property are presentable to clients. 5)DELLINGER ENTERPRISES - FAMILY PARTNERSHIP POSITION: Partner NATURE: Partnership with my (2) brothers - we own a track of land in Warrenton VA (1) acre as well as a brokerage account under the registration as a Partnership; INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2014: 9713 Mill Run Drive, Great Falls VA 22066: oversee the management of the portfolio (1) account and emphasize the land be held for development purposes.6)Fellowship of Christian Athletes Northern VA Chapter Board Member NATURE: To introduce Jesus Christ to high school and college INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/26/2014: 10600 Arrowhead Drive, Fairfax VA 22030; Volunteer at banquets and provide advice and counsel to the area FCA representatives. 7)NOTARY PUBLIC Notary Public Stamp Holder NATURE: Notary Public Stamp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/20/2020 ADDRESS: 9713 Mill Run Dr, Great Falls VA 22066 DESCRIPTION: Notarizing documents for clients exclusively.8)THE OKUSA DELLINGER FOUNDATION President NATURE: Private Foundation501 C 3 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2020 ADDRESS: 9713 Mill Run Drive, Great Falls VA 22066 DESCRIPTION: Monitor gifting to 501 C 3'sBuying and selling the underlying investments for the foundation. Making contributions to the investment account then to Sterling National Bank for gifting of the monies to other 501 C 3 groups and/or individuals that Foundation Source has pre-approved. Foundation Source must approve all distributions from the Sterling National Bank account to the charities. Additional note: Foundation Source does the work for us. They file the tax reporting as well as certify the charities are 501 C 3's in good standing. Also, they monitor the amount of the gifting each year in order that you abide by IRS guidelines with respect to avoiding the Foundation being a tax shelter. 9) C YOU IN. THE MAJOR LEAGUES; Board Member NATURE: Foundation run by Dayton Moore to assist those in need. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SEC TRADING HOURS: 0 START DATE: 07/01/2022: P O Box 13428, Overland Park KS 66282, US; Listen and guide direction.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-03 |
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