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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-12 |
| IL | RA | APPROVED | 2024-12-10 |
| FL | RA | APPROVED | 2024-11-26 |
| PA | RA | APPROVED | 2024-11-26 |
| SC | RA | APPROVED | 2024-11-26 |
| CA | RA | APPROVED | 2024-11-25 |
| CO | RA | APPROVED | 2024-11-25 |
| MO | RA | APPROVED | 2024-11-25 |
| NJ | RA | APPROVED | 2024-11-25 |
| NY | RA | APPROVED | 2024-11-25 |
| NC | RA | APPROVED | 2024-11-25 |
| VT | RA | APPROVED | 2024-11-25 |
Branch Locations
1 Mill Ridge Lane, Suite 201A, Chester, NJ 07930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Center Inc | Chester | NJ | 09/2010 | 11/2024 |
| Ic Advisory Services Inc | Chester | NJ | 09/2010 | 11/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 11/2024 | Present |
1. INDEPENDENT INSURANCE AGENT. ADVISE CLIENTS ON INSURANCES PURCHASE. FIXED INSURANCE, FIXED ANNUITIES, TRADITIONAL, MYGA, IMMEDIATE, FLOATING RATE. LIFE INSURANCE-UNIVERSAL, IUL, WHOLE, TERM, LTC. DEVOTE 1 TO 20 % PER MONTH. ANNUAL INCOME 1 TO 20%. ESTABLISHED CONNECTION 2011. 2. BLACK RIVER FINANCIAL, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 09/01/2010 ADDRESS: 1 Mill Ridge Ln, STE 201A, Chester NJ 07930 DESCRIPTION: Advise clients on insurance and annuities. 3. SAMSON MANAGEMENT SERVICES, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2010 ADDRESS: 1 Mill Ridge Ln, STE 201A, Chester NJ 07930 DESCRIPTION: Accounting, billing, bookkeeping, manage vendor relationships
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-28 |
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