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3705 Concord Pike, Wilmington, DE 19803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-05 |
| TX | RA | APPROVED_RES | 2024-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life | St. Paul | MN | 02/2017 | 07/2017 |
| Securian Financial Services Inc. | St. Paul | MN | 02/2017 | 07/2017 |
| Delaware Valley Advisors | Huntingdon Valley | PA | 01/2017 | 07/2017 |
| Unemployed | Plymouth Meeting | PA | 08/2016 | 01/2017 |
| Rosenzweig & Associates Dba Rz Wealth | Wayne | PA | 08/2017 | 01/2021 |
| Diversified, Llc. Dba Diversified Lifelong Advisors | Wilmington | DE | 01/2021 | 06/2024 |
| Diversified Enterprises, Llc Dba Diversified, Llc | Wayne | PA | 06/2024 | Present |
01/2017 Independent Licensed Insurance Agent; Investment Related; Plymouth Meeting, PA; Life and Fixed Annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-04 |
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