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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-06 |
| NC | RA | APPROVED | 2019-11-07 |
Branch Locations
13777 Ballantyne Corporate Place Suite 550, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salisbury University | Salisbury | MD | 01/2017 | 05/2019 |
| First Financial Federal Credit Union Of Maryland | Lutherville-Timonium | MD | 05/2017 | 08/2017 |
| First Financial Federal Credit Union Of Maryland | Lutherville-Timonium | MD | 12/2017 | 01/2018 |
| Morgan Stanley | Baltimore | MD | 06/2018 | 08/2018 |
| First Financial Federal Credit Union Of Maryland | Lutherville-Timonium | MD | 12/2018 | 01/2019 |
| First Financial Federal Credit Union Of Maryland | Lutherville-Timonium | MD | 07/2019 | 09/2019 |
| Full Time Student | Lutherville Timonium | MD | 07/2009 | 07/2019 |
| Osaic Wealth, Inc. | Charlotte | NC | 09/2019 | Present |
1) CAPITOL FINANCIAL SOLUTIONS POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/11/2019 ADDRESS: 13777 Ballantyne Corp Pl, Suite 550, Charlotte NC 28277, United States DESCRIPTION: Financial Planner 2) CAPITOL FINANCIAL SOLUTIONS POSITION: Financial Planner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 11/11/2019 ADDRESS: 13777 Ballantyne Corporate Pl, Ste 550, Charlotte NC 28277, United States DESCRIPTION: Insurance Brokerage
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-10 |
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