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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Az Financial | Pittsburgh | PA | 12/1998 | Present |
| Signator Investors, Inc. | Nashville | TN | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Pittsburgh | PA | 11/2018 | Present |
1. SELF-EMPLOYED INS AGENT/INSURANCE BROKERAGE POSITION: Broker NATURE: Sales in Fixed insurance products like Fixed Annuities, Life Insurance, and Health Insurance. The start date is an estimate since it was so long ago. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/1999 ADDRESS: 128 Alcan Dr Pittsburgh PA 15239 DESCRIPTION: Selling Fixed Insurance products. 2. AZ FINANCIAL, INC POSITION: President NATURE: This is my DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 01/09/2004 ADDRESS: 128 Alcan Dr Pittsburgh PA 15239 DESCRIPTION: This is my DBA so it is all of my business. 3. TAX SERVICES PLUS POSITION: Owner NATURE: Tax Return preparation. INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 01/05/2005 ADDRESS: 128 Alcan Dr Pittsburgh PA 15239 DESCRIPTION: Tax preparation. Hours listed are an average for the year. 4. EXECUTOR FOR FATHERS ESTATE WHO IS STILL ALIVE POSITION: Executor NATURE: Executor for Father's estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 128 Alcan Dr Pittsburgh PA 15239 DESCRIPTION: None currently since my Father is still alive. 5. SIGN TRENDY LLC POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/20/2023 ADDRESS: 128 Alcan Dr Pittsburgh PA 15239 DESCRIPTION: Billboard management and possibly finding clients. However, Client search can be outsourced.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-21 |
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