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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-06 |
| DE | RA | APPROVED | 2023-01-17 |
| PA | RA | APPROVED | 2023-01-17 |
Branch Locations
1101 Centre Road Suite 110, Wilmington, DE 19805 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ct Financial Advisors, Llc | Chadds Ford | PA | 08/2017 | 06/2019 |
| Student | Newark | DE | 09/2005 | 06/2017 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 06/2019 | 05/2022 |
| Goldman Sachs Pfm | Chadds Ford | PA | 06/2019 | 05/2022 |
| Raymond James Financial Services Inc | Wilmington | DE | 06/2022 | Present |
| Raymond James Financial Services Advisors | Wilmington | DE | 01/2023 | Present |
| Bassett, Dawson, & Foy, Inc. | Wilmington | DE | 07/2022 | 06/2023 |
| Bassett, Brosius, Foy & Assosciates | Wilmington | DE | 06/2023 | Present |
(1)Name of Business: LIFE Brokerage Address: 1011 Centre Rd Ste 110, Wilmington, DE, 19805-1270, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/15/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assessing insurance products for our clients and selling them when appropriate and beneficial to their situation (2)Name of Business: Wilmington Wealth Management Address: 1011 Centre Rd Ste 110, Wilmington, DE, 19805-1270, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 06/26/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a financial advisor for the firm and also Vice President of Operations. This is the same branch we have had since 1985 with Raymond James - Branch 78P, but we have just changed our company name from Basset, Brosius, Foy & Associates to Wilmington Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-17 |
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