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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-01 |
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mosaic Wealth Consulting | New Alexandria | PA | 10/2017 | Present |
| Indiana First Savings Bank | Greensburg | PA | 10/2016 | 10/2017 |
| First Commonwealth Bank | Greensburg | PA | 06/2010 | 10/2016 |
| Osaic Wealth, Inc. | New Alexandria | PA | 01/2025 | Present |
1. STANWOOD ELEMENTARY CARING PARENTS AND TEACHERS POSITION: Secretary NATURE: Stanwood Elementary Caring Parents and Teachers Organization is similar to a PTA/PTO. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 255 Arona Road, New Stanton PA 15672, United States DESCRIPTION: As Secretary I take notes at community meetings and am co-chair on various committees. I have no cash handling, check writing or investment related duties. The Co-Treasurers handle all money related items. 2. KELLY PERNEY - INSURANCE AGENT POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2026 ADDRESS: 7467 US 22, New Alexandria PA 15670, United States DESCRIPTION: Provided life insurance sales and analysis to clients. 3. KELLY PERNEY - NOTARY PUBLIC POSITION: Notary Public NATURE: Traditional notary activities INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/30/2018 ADDRESS: 7467 State Route 22, New Alexandria PA 15670, United States DESCRIPTION: Notarize documents, securities related or not, for clients when requested following all standard law and procedures related to verification of the individual, their signing authority and in-person signature. 4. WEST HEMPFIELD MIDDLE SCHOOL PTA POSITION: Secretary NATURE: School Parent Teacher Association INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/29/2026 ADDRESS: 156 Northumberland Drive, Irwin PA 15642, United States DESCRIPTION: As Secretary, I take notes at community and board meetings and co-chair various committees. I have no cash handling, check writing or investment related duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-19 |
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