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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-03 |
Branch Locations
800 Township Line Road Suite 125, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Financial Group | Yardley | PA | 05/2024 | Present |
| Local 420 Steamfitter | Philadelphia | PA | 08/2021 | 04/2024 |
| Dlc Home Improvements | Levittown | PA | 04/2020 | 08/2021 |
| Actlien Property Management | New York | NY | 09/2019 | 04/2020 |
| W. R. Berkely Insurance Co. | Lawrenceville | NJ | 02/2018 | 09/2019 |
| Pelican Pool Spa Ski & Snow | Whitehouse | NJ | 12/2009 | 02/2018 |
| Osaic | Yardley | PA | 10/2024 | Present |
1. LUMEN FINANCIAL GROUP POSITION: Assistant NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 140 START DATE: 05/20/2024 ADDRESS: 800 Township line road, suite 125, Yardley PA 19067, United States DESCRIPTION: -Prepare ad hoc reports/client meeting paper work -Setup new account -Manage/update on going accounts -Withdrawals/Deposits -General office admin.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-30 |
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