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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delphi Wealth Management Group | West Chester | PA | 12/2017 | Present |
| Homemaking | West Chester | PA | 11/2016 | 12/2017 |
| Chester County Historical Society | West Chester | PA | 10/2014 | 10/2016 |
| Lincoln Financial Advisors Corporation | Exton | PA | 06/2020 | 01/2025 |
| Osaic Wealth, Inc. | Exton | PA | 01/2025 | Present |
1. KELLEY L MEAGHER POSITION: Certified Notary Public NATURE: Certified Notary Public Chester County, Commonwealth of Pennsylvania Commission expires 6.1.2030 INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 06/01/2018 ADDRESS: 805 Springdale Drive, Exton PA 19341, United States DESCRIPTION: Notarize paperwork for Registered Representatives, for clients of Delphi WMG 2. DELPHI WEALTH MANAGEMENT GROUP POSITION: Chief Operating Officer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 140 START DATE: 12/13/2017 ADDRESS: 805 Springdale Drive, Exton PA 19341, United States DESCRIPTION: Manage the daily and long term activities, related to the nature of running the business, for Delphi.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-05 |
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