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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-24 |
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
One Columbus Center Suite 800, Virginia Beach, VA 23462 • United States
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 |
|---|---|---|---|---|
| Triad Advisors, Inc | Norcross | GA | 11/2010 | 07/2019 |
| Planning Solutions, Group, Llc | Fulton | MD | 11/2010 | 07/2019 |
| Lpl Financial Llc | Virginia Beach | FL | 07/2019 | 08/2021 |
| Wealth Enhancement Group | Plymouth | MN | 07/2019 | 08/2021 |
| Wealth Enhancement Advisory Services, Llc | Virginia Beach | MN | 07/2019 | 08/2021 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 07/2019 | 08/2021 |
| Lincoln Financial Advisors Corporation | Virginia Beach | VA | 08/2021 | 01/2025 |
| Osaic Wealth, Inc. | Virginia Beach | VA | 01/2025 | Present |
1) VIRGINIA BEACH PUBLIC SCHOOL ADULT LEARNING CENTER VIRGINIA BEACH, VA 41027 CATEGORY: TEACHER/INSTRUCTOR INVESTMENT-RELATED: NO TITLE: TEACHER DUTIES: TEACH ADULT EDUCATION COURSES. START DATE: 09/2021 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1 2) OCEANSIDE FINANCIAL STRATEGIES, 283 CONSTITUTION DRIVE SUITE #800 VIRGINIA BEACH, VA 23462 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, GROUP HEALTH BENEFITS, FIXED LIFE SETTLMENTS, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 08/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3) DONALD HANNAHS LLC, VIRGINIA BEACH VA CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY CREATED TO PAY BUSINESS EXPENSES START DATE: 01/2023 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 4) DONALD HANNAHS LLC, VIRGINIA BEACH VA CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY CREATED TO PAY BUSINESS EXPENSES START DATE: 01/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-10 |
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