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192 Ballard Court Suite 400, Virginia Beach, VA 23462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-05-14 |
| TX | RA | APPROVED | 2021-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saunders House | Wynnewood | PA | 04/2013 | 01/2017 |
| Bryn Mawr Terrace | Bryn Mawrt | PA | 01/2017 | 11/2017 |
| Unemployed | Bryn Mawr | PA | 11/2017 | 08/2018 |
| Shay Duska & Co | Wayne | PA | 08/2018 | 03/2020 |
| Walsh & Nicholson Financial | Wayne | PA | 03/2019 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 07/2020 | 01/2023 |
| The Ascent Group, Llc | Wayne | PA | 05/2021 | Present |
| Triad Advisors | Norcross | GA | 02/2023 | 08/2024 |
| Osaic Wealth, Inc. | Wayne | PA | 08/2024 | Present |
1)Alera Group,Inc;investment related;3 Parkway N,Suite 500,Deerfield,IL 60015;associate;associate;1/2/2023;160 hrs/month;130 hrs during trading;support advisors as a registered admin 2)The Ascent Group;investment related;5029 Corporate Woods Drive,Suite 200,Virginia Beach,VA;SEC registered RIA;registered admin;5/15/2021;160 hrs/month;130 hrs during trading;registered admin providing administrative support to our advisors 3)Walsh & Nicholson Financial Group;investment related;119 W Wayne Ave,Wayne,PA 19087;financial planning firm;executive assistant;3/11/2019;160 hrs/month;130 hrs during trading;provide admin support to advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-21 |
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