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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-06-14 |
Branch Locations
9100 Arboretum Pkwy Suite 230, North Chesterfield, VA 23236 • 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 |
|---|---|---|---|---|
| Voya Financial Advisors | Des Moines | IA | 09/2014 | 12/2019 |
| Securities Service Network | North Chesterfield | VA | 12/2019 | 09/2020 |
| Ssn Advisory Inc | North Chesterfield | VA | 12/2019 | 09/2020 |
| Securities America, Inc. | North Chesterfield | VA | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | North Chesterfield | VA | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | North Chesterfield | VA | 06/2024 | Present |
PRICE FINANCIAL SERVICES POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/1996 ADDRESS: 9100 Arboretum Pkwy, Suite 230, North Chesterfield VA 23236, United States DESCRIPTION: Insurance related sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-05 |
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