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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-03 |
| NJ | RA | APPROVED | 2023-11-03 |
| PA | RA | APPROVED | 2023-11-03 |
Branch Locations
800 Township Line Road Suite 125, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Langhorne | PA | 05/1998 | 11/2023 |
| Osaic Wealth, Inc. | Langhorne | PA | 11/2023 | Present |
1) GEORGE MCCLEARY TAX SERVICES POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1983 ADDRESS: 116 old tyburn road, fallsington PA 19054, United States DESCRIPTION: i do income taxes in feb march april 3 months 2) GEORGE MCCLEARY-INSURANCE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1986 ADDRESS: 800 township line road, suite125, yardley PA 19067, United States DESCRIPTION: I sell insurance when and if it is appropriate for my client 3) JAMES R POTOKA POSITION: 1099 Employee NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 800 Township Line Road, Suite 125, Yardley PA 19067, United States DESCRIPTION: Registered Rep Under James R Potoka
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-03 |
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