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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
8219 Leesburg Pike Suite 200, Vienna, VA 22182 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Pnc | Rockville | MD | 12/2009 | 10/2023 |
| Lincoln Financial Advisors | Rockville | VA | 10/2023 | 01/2025 |
| Osaic Wealth, Inc. | Vienna | VA | 01/2025 | Present |
1) BENJAMIN P MELTON JR., SILVER SPRING MD CATEGORY: RELIGIOUS/CLERGY INVESTMENT RELATED: NO TITLE: ORDAINED MINISTER DUTIES: GIVE SERMONS, PERFORM MARRIAGE CEREMONIES AND FUNERAL SERVICES START DATE: 01/2008 HOURS PER MONTH: 8 HOURS PER MONTH DURING TRADING HOURS: 0 2) MELTODOWN, LLC, SILVER SPRING MD CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: WRITE MUSIC AND ALBUMS RECEIVES ROYALTIES UNDER PUBLISHING COMPANIES START DATE: 01/1980 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3) BENJOS MUSIC, LLC, SILVER SPRING MD CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: WRITE MUSIC AND ALBUMS RECEIVES ROYALTIES UNDER PUBLISHING COMPANIES START DATE: 01/1980 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 4) TEMPLE CHURCH ECONOMIC DEVELOPMENT CORPORATION POSITION: Board Member, Trustee NATURE: community outreach for under privileged families with focus on single mothers with children INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 1432 Park Road, Northwest, Washington DC 20009, United States DESCRIPTION: Reviews posting in checking and saving accounts for the org. Org owns commercial buildings and leases the space. Helps with deciding who to lease to. Help to support different charities and church in our community. Provide healthcare information, spiritual guidance, food and clothing distribution to the poor. Work with local community schools to provide assistance to the parent of fatherless children. Support the prison minister with inmates communication with outside family members.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-24 |
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