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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tursky Tavern | Conneaut Lake | PA | 08/2020 | 09/2020 |
| Dollar General | Conneaut Lake | PA | 06/2021 | 09/2021 |
| Sheetz | Meadville | PA | 06/2022 | 05/2024 |
| Henegan Financial Services | Greenville | PA | 06/2024 | Present |
| Eagles Nest Pizza | Linesville | PA | 07/2018 | 09/2018 |
| Unemployed | Conneaut Lake | PA | 08/2014 | 06/2018 |
| Unemployed | Conneaut Lake | PA | 10/2018 | 07/2020 |
| Full Time Education | Erie | PA | 10/2020 | 05/2021 |
| Full Time Education | Erie | PA | 10/2021 | 05/2022 |
| Osaic Wealth, Inc | Greenville | PA | 08/2024 | Present |
HENEGAN FINANCIAL SERVICES POSITION: Registered Assistant NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/03/2024 ADDRESS: 320 Main Street, Greenville PA 16125, United States DESCRIPTION: My duties involve servicing clients, accounts, answering phone calls, preparing paperwork for client signatures and uploading the paperwork. Creating financial plans, sitting in on meetings with clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-18 |
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