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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-11 |
Branch Locations
301 Edgewater Place Suite 400, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth Inc | Wakefield | MA | 05/2026 | Present |
| Federal Deposit Insurance Corporation | Raleigh | NC | 06/2023 | 04/2026 |
| University Of South Carolina | Columbia | SC | 08/2019 | 05/2023 |
| Jake's Bar And Grill | Columbia | SC | 03/2021 | 01/2023 |
| Flagship Wealth Advisors | Wakefield | MA | 05/2022 | 08/2022 |
| Garvin Construction Products | Medford | MA | 05/2021 | 08/2021 |
| North Reading Youth Basketball | North Reading | MA | 06/2016 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-27 |
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