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37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
Branch Locations
37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
Rockwall, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burns-Fazzi, Brock | Charlotte | NC | 05/2014 | Present |
| Triad Advisors | Norcross | GA | 04/2022 | 08/2024 |
| Kestra Investment Services | Austin | TX | 06/2014 | 03/2022 |
| Osaic Wealth, Inc. | Charlotte | NC | 08/2024 | Present |
1)GHC Capital LLC;not investment related;806 Calm Crest Dr,Rockwall,TX 75087;real estate rental property;partner;3/5/2021;3 hrs/month;.25 hrs during trading;review monthly statement 2)GHC Equity LLC;not investment related;806 Calm Crest Dr,Rockwall,TX 75087;real estate rental property;partner;2/25/2021;3 hrs/month;.25 hrs during trading;review monthly statement 3)GHC PV Sailing - Partner - Boat Charter company. Spouse runs the company.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-01-25 |
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