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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-27 |
| TX | RA | APPROVED | 2026-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbp Chemical Technology | Milwaukee | WI | 11/2010 | 11/2016 |
| Key Investment Services, Llc | Cleveland | OH | 11/2016 | 06/2018 |
| Lpl Financial Llc | Erie | PA | 06/2018 | 12/2021 |
| Securities America Advisors | Erie | PA | 12/2021 | 06/2024 |
| Securities America, Inc. | Erie | PA | 12/2021 | 06/2024 |
| Osaic Wealth, Inc. | Erie | PA | 06/2024 | 04/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2026 | Present |
| The Ameriflex Group | Las Vegas | NV | 04/2026 | Present |
1. ESTATE SOLUTION PLANNERS, 8331 Edinboro Rd, Erie PA 16509, United States, 01/03/2000, Owner, Insurance/Benefits/Human Resources, IR, 160 HR/MO - 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-27 |
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