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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-04 |
| MD | RA | APPROVED | 2026-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Ellicott City | MD | 05/2017 | 01/2025 |
| Mount St. Mary's University | Emmitsburg | MD | 08/2011 | 06/2017 |
| Osaic Wealth, Inc. | Ellicott City | MD | 01/2025 | Present |
1) TECHNICAL ENGINEERING SERVICE CORPORATION YORK, PA CATEGORY: RETAIL/SERVICE INDUSTRY INVESTMENT-RELATED: NO TITLE: EMPLOYEE DUTIES: PRODUCE SHARP EDGE TESTER CAPS START DATE: 01/2017 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 2) YORK ICE HOCKEY CLUB 941 VANDER AVENUE YORK, PA 17403 CATEGORY: COACH INVESTMENT-RELATED: NO TITLE: COACH DUTIES: COACH YOUTH ICE HOCKEY TEAM START DATE: 04/2021 HOURS PER MONTH: 35 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-13 |
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