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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-09-12 |
| NH | RA | APPROVED | 2024-06-14 |
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 |
|---|---|---|---|---|
| Investors Capital Corporation | Lynnfield | MA | 01/2007 | 10/2016 |
| Bhl Financial | Salem | NH | 11/2006 | Present |
| Cetera Advisors Llc | Denver | CO | 10/2016 | 02/2017 |
| Investacorp Inc | Miami | FL | 02/2017 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 02/2017 | 07/2020 |
| Securities America, Inc. | Salem | NH | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Salem | NH | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Salem | NH | 06/2024 | Present |
| Osaic Wealth, Inc. | Salem | NH | 06/2024 | Present |
BHL FINANCIAL SERVICES POSITION: Financial Consultant NATURE: Insurance business INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/28/2006 ADDRESS: 59 Stiles Rd suite 101, Salem NH 03079, United States DESCRIPTION: Marketing of brand name, client acquisition and servicing, evaluation of insurance products. BHL FINANCIAL SERVICES POSITION: Financial Consultant NATURE: Advisory business INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 11/28/2006 ADDRESS: 59 Stiles Rd Suite 101, Salem NH 03079, United States DESCRIPTION: Acquisition and servicing of clients investment accounts and facilitation of the financial planning process, marketed under the name of BHL Financial Services. DBA - BHL Financial Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-02 |
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