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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-31 |
| PA | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B & B Associates | Warrington | PA | 01/1995 | Present |
| Signator Investors, Inc. | Warrington | PA | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Warrington | PA | 11/2018 | 06/2023 |
| Osaic Wealth, Inc. | Warrington | PA | 06/2023 | Present |
1. ASSET FINANCIAL SERVICES POSITION: Independent financial advisor and Investment advisor representative NATURE: financial advisor services sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 11/30/2004 ADDRESS: 1397 Upper State Rd, Po Box 413 Warrington Pa 18976, Chalfont PA 18914, United States DESCRIPTION: full service financial advisor with both fee based and commission-based products. Asset Allocation portfolios and independent securities research to determine and product selections and account services for each account in household based on risk reward objectives and other determinant profiling. Knowing the client through informative and educational information and disclosures is paramount. Qualified Plans (401k) are a service that we also provide for small business. Independent search, comparison and review for new starts and conversions. B & B Associates Life Insurance and Annuity sales - 20 hours a year. 2. GETTYSBURG GETAWAY POSITION: owner NATURE: sole proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/05/2022 ADDRESS: 1240 n browns dam Dr, New Oxford PA 17350, United States DESCRIPTION: oversee renters through VRBO and communicate upon arrival to allow assess.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-19 |
| S65 | Uniform Investment Adviser Law Examination | 1997-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-18 |
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