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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-21 |
Branch Locations
2551 Washington Road Suite 820A, Pittsburgh, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Strategies Financial Group | Pittsburgh | PA | 09/2021 | 04/2023 |
| Howmet Aerospace, Inc. | Pittsburgh | PA | 07/2018 | 08/2021 |
| Full Time Student | University Heights | OH | 08/2014 | 05/2018 |
| Securities America, Inc. | Pittsburgh | PA | 05/2023 | 06/2024 |
| Osaic Wealth, Inc. | Pittsburgh | PA | 06/2024 | Present |
1. GOLDEN STRATEGIES FINANCIAL GROUP POSITION: Paraplanner NATURE: Sole Proprietorship Golden Strategies Financial Group - Osaic Wealth - Investment Advisory - IAR - Investment Related - located at 2551 Washington Road, Suite 820A, Pittsburgh PA 15241 INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/22/2023 ADDRESS: 2551 Washington Road, Suite 820A, Pittsburgh PA 15241, United States DESCRIPTION: Client meeting preparation, client assistance, processing paperwork and trades based on financial advisor's instructions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-19 |
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