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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
1150 Thorn Run Rd Ste 102, Moon Township, PA 15108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Moon Township | PA | 04/2010 | 06/2024 |
| Securities America Advisors, Inc. | Moon Township | PA | 04/2010 | 06/2024 |
| Osaic Wealth, Inc. | Moon Township | PA | 06/2024 | Present |
| Osaic Wealth, Inc. | Moon Township | PA | 06/2024 | Present |
1. BERNADETTE BROWN AGENT POSITION: agent NATURE: 1) INSURANCE SALES - DBA - AGENT - INVESTMENT RELATED - START DATE: 04/1989 - LOCATED AT 1150 THORN RUN RD., MOON TOWNSHIP RD., PA 15108 INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 04/01/1989 ADDRESS: 1150 Thorn Run Road, Suite 102, Moon Township PA 15108, United States DESCRIPTION: Selling suitable insurance products to clients. 2. CANELLA FINANCIAL GROUP POSITION: Registered Rep NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 03/26/2025 ADDRESS: 1150 THORN RUN RD STE 102, Moon Township PA 15108, United States DESCRIPTION: Financial Advisor-Branch DBA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-04-12 |
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