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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-14
  • FL RA
    APPROVED
    Since 2026-07-14

Branch Locations

444 W Railroad Ave Suite 300, West Palm Beach, FL 33401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aquaguidance Fort Lauderdale FL 02/2017 05/2021
Qtego Fort Lauderdale FL 03/2013 02/2019
Student Orlando FL 08/2010 12/2016
Pfs Investments Inc Coral Springs FL 09/2016 05/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2021 12/2022
Northwestern Mutual Investment Services Llc Boca Raton FL 05/2021 12/2022
Northwestern Mutual Wealth Management Company Milwaukee WI 11/2022 12/2022
Capella Financial Group West Palm Beach FL 01/2023 Present
Osaic Wealth, Inc West Palm Beach FL 08/2025 Present
  • 02/2017 → 05/2021
    Aquaguidance
    Fort Lauderdale, FL
  • 03/2013 → 02/2019
    Qtego
    Fort Lauderdale, FL
  • 08/2010 → 12/2016
    Student
    Orlando, FL
  • 09/2016 → 05/2021
    Pfs Investments Inc
    Coral Springs, FL
  • 05/2021 → 12/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2021 → 12/2022
    Northwestern Mutual Investment Services Llc
    Boca Raton, FL
  • 11/2022 → 12/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2023 → Present
    Capella Financial Group
    West Palm Beach, FL
  • 08/2025 → Present
    West Palm Beach, FL
Other Businesses

1. CAPELLA FINANCIAL GROUP POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 55 SECURITIES TRADING HOURS: 30 START DATE: 02/10/2023 ADDRESS: 3418 Avenue Villandry, Delray Beach FL 33445, United States DESCRIPTION: Selling Insurance Products such as life insurance, long term care, and fixed annuities 2. CREATIVE FINANCIAL NETWORK POSITION: Agent NATURE: Insurance Only Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 11/10/2023 ADDRESS: 444 W Railroad Ave Suite 300, West Palm Beach FL 33401, United States DESCRIPTION: Contacting Clients, setting appointments, seeing appointments, and clerical duties 3. HARDIE HOLDINGS LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/27/2023 ADDRESS: 21110 White Oak Ave, Boca Raton FL 33428, United States DESCRIPTION: Collect Rent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-29
S63 Uniform Securities Agent State Law Examination 2021-06-22
  • S66 Uniform Combined State Law Examination
    2026-06-29
  • S63 Uniform Securities Agent State Law Examination
    2021-06-22
Other Names
  • Jon Hardie
  • Jonathan Andrew Hardie
  • Jonathan Hardie
  • Jon Hardie

View on SEC IAPD

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