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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-03 |
Branch Locations
600 West Germantown Pike Suite 400, Plymouth Meeting, PA 19462 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-15 |
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