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One Freedom Valley Drive, Oaks, PA 19456 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-21 |
| NY | RA | APPROVED | 2026-07-16 |
Branch Locations
One Freedom Valley Drive, Oaks, PA 19456 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 01/2013 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 03/2025 |
| Sei Investments | Dix Hills | NY | 06/2026 | Present |
| Unemployment | Dix Hills | NY | 04/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-17 |
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