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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-01 |
Branch Locations
2300 Freeport Rd. Suite 21, New Kensington, PA 15068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| General American Life Insurance | St Louis | MO | 06/1987 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | New Kensington | PA | 09/2023 | Present |
1. BILL SALEM TAX SERVICE POSITION: Tax Preparer NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 02/01/1991 ADDRESS: 2300 Freeport Rd., Suite 21, New Kensington PA 15068, United States DESCRIPTION: Income tax preparation services for individuals
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-08-14 |
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