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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Bethesda | MD | 09/2024 | 12/2024 |
| Carmax | Gaithersburg | MD | 08/2023 | 09/2024 |
| Autozone | Salisbury | MD | 09/2022 | 12/2022 |
| Ups Store | Salisbury | MD | 11/2022 | 01/2023 |
| Five Below | Gaithersburg | MD | 06/2022 | 08/2022 |
| Papa John's | Ocean City | MD | 06/2021 | 08/2021 |
| Montgomery Financial | Ocean Pines | MD | 06/2021 | 06/2021 |
| Postmates | Gaithersburg | MD | 04/2020 | 08/2020 |
| Bucca Di Beppo | Gaithersburg | MD | 03/2019 | 07/2019 |
| Thai Pavilion | Rockville | MD | 04/2018 | 08/2018 |
| School | Gaithersburg, Salisbury | MD | 12/2014 | 05/2023 |
| Osaic Wealth, Inc | Bethesda | MD | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-12 |
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