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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 2023-11-03
  • PA RA
    APPROVED
    Since 2023-11-03

Branch Locations

600 West Germantown Pike Suite 400, Plymouth Meeting, PA 19462 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fsc Securities Corporation Philadelphia PA 08/2003 11/2023
Physicians Private Client Group Plymouth Meeting PA 10/2010 Present
Osaic Wealth, Inc. Plymouth Meeting PA 11/2023 Present
  • 08/2003 → 11/2023
    Fsc Securities Corporation
    Philadelphia, PA
  • 10/2010 → Present
    Physicians Private Client Group
    Plymouth Meeting, PA
  • 11/2023 → Present
    Plymouth Meeting, PA
Previous Registrations
  • 1994-04-29 → 2023-11-03
    Fsc Securities Corporation
    Jamison, PA
    Plymouth Meeting, PA
    Jamison, PA
    Jamison, PA
Other Businesses

1) JOHN SKLENCAR - INSURANCE PRODUCER POSITION: agent NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2010 ADDRESS: 600 West Germantown Pike, Suite 400, Plymouth Meeting PA 19462-1046, United States DESCRIPTION: Offer various insurance products including Kai-Zen to clients through strategic partners disclosed in section 1.2.1 of activity detail. 2) PHYSICIANS PRIVATE CLIENT GROUP POSITION: Other - Financial Advisor NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1995 ADDRESS: 600 West Germantown Pike, Suite 400, Plymouth Meeting PA 19462-1046, United States DESCRIPTION: Insurance and educational workshops. Counsels, educates and implements Employee Benefits Programs, 401(k)s, retirement plans, wealth management strategies and Insurance related coverages such as Disability, Life Insurance, Fixed, Variable and Immediate Annuities and Long Term Care for clients and prospective clients. 3) JOHN M. SKLENCAR POSITION: Business Consultant NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2025 ADDRESS: 600 West Germantown Pike, Suite 400, Plymouth Meeting PA 19462-1046, United States DESCRIPTION: Consult business owners and professionals for marketing using AI. 4) JAMES RYAN SKLENCAR SCHOLARSHIP POSITION: organizer and promoter NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/04/2025 ADDRESS: 1803 ARBOR CT, JAMISON PA 18929, United States DESCRIPTION: Personal activity to help raise awareness for single adults to execute HIPPA authorization, Advanced Life Care Directives, and Healthcare POA documents. This activity will be in conjunction with hosting fun-filled events to raise funds for my son's scholarship through the West Virginia Foundation's website.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-12-07
S63 Uniform Securities Agent State Law Examination 1983-08-15
  • S65 Uniform Investment Adviser Law Examination
    1993-12-07
  • S63 Uniform Securities Agent State Law Examination
    1983-08-15

View on SEC IAPD

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