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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-03 |
Branch Locations
800 Township Line Road Suite 125, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Langhorne | PA | 06/1998 | 11/2023 |
| Osaic Wealth, Inc. | Langhorne | PA | 11/2023 | Present |
1. LUMEN FINANCIAL GROUP POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 02/01/1999 ADDRESS: 800 Township Line Rd, Suite 125, Yardley PA 19067, United States DESCRIPTION: Tax preparation 2. JAMES R POTOKA POSITION: 1099 Employee NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/22/2024 ADDRESS: 800 Township Line Rd, Suite #125, Suite #125, Yardley PA 19067, United States DESCRIPTION: Registered Rep under James R Potoka
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-03-06 |
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