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Liam Joseph Difonzo

Osaic Wealth, Inc.

Phoenixville, PA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-11
  • PA RA
    APPROVED
    Since 2025-12-11

Branch Locations

300 Bridge Street, Phoenixville, PA 19460 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Springfield High School Springfield PA 06/2015 06/2019
Springfield Country Club Springfield Springfield PA 05/2017 09/2017
Lafayette College Easton PA 08/2019 05/2023
Home Depot Broomall PA 08/2020 03/2023
Stockton University Galloway NJ 09/2023 05/2025
Chipotle Egg Harbor Town NJ 07/2023 02/2024
Renault Winery Egg Harbor City NJ 09/2024 07/2025
Unemployed Springfield PA 07/2025 09/2025
Dennis Long - Equitable Advisors Llc Bala Cynwyd PA 06/2024 08/2024
Equitable Advisors Llc New York NY 08/2025 11/2025
Osaic Wealth, Inc. Devon PA 12/2025 Present
  • 06/2015 → 06/2019
    Springfield High School
    Springfield, PA
  • 05/2017 → 09/2017
    Springfield Country Club
    Springfield Springfield, PA
  • 08/2019 → 05/2023
    Lafayette College
    Easton, PA
  • 08/2020 → 03/2023
    Home Depot
    Broomall, PA
  • 09/2023 → 05/2025
    Stockton University
    Galloway, NJ
  • 07/2023 → 02/2024
    Chipotle
    Egg Harbor Town, NJ
  • 09/2024 → 07/2025
    Renault Winery
    Egg Harbor City, NJ
  • 07/2025 → 09/2025
    Unemployed
    Springfield, PA
  • 06/2024 → 08/2024
    Dennis Long - Equitable Advisors Llc
    Bala Cynwyd, PA
  • 08/2025 → 11/2025
    New York, NY
  • 12/2025 → Present
    Devon, PA
Previous Registrations
Other Businesses

1. BALA FINANCIAL GROUP INC. POSITION: Registered Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2025 ADDRESS: 208 Old Lancaster Road, Devon PA 19333, United States DESCRIPTION: Sales and marketing of securities and insurance products. 2. BALA FINANCIAL GROUP/INSURANCE BROKERAGE POSITION: Insurance agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 12/01/2025 ADDRESS: 208 Old Lancaster Road, Devon PA 19333, United States DESCRIPTION: Sales marketing of fixed annuities, non-variable insurance, and health insurance products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-01
  • S66 Uniform Combined State Law Examination
    2025-07-01

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