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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-11-24 |
| FL | RA | APPROVED | 2024-10-11 |
| GA | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Syosset | NY | 06/1998 | Present |
| American Portfolios Financial Services | Holbrook | NY | 06/2011 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. AMERICAN PORTFOLIO ADVISORS (APA) INVESTMENT ADVISOR REPRESENTATIVE. SELLING ADVISORY PRODUCTS AND SERVICES THROUGH APA. START DATE 6/20/2011 2. ALLIANZ - ANNUITY IS NON SECURITIES RELATED, BONUS ANNUITY PRESENTATION. DEVOTES 4 HRS PER MONTH; 2 HRS DURING MARKET HRS. 02/03/12 3. CRUMP POSITION: AGENT NATURE: SALE OF INSURANCE PRODUCTS. I have not sold any insurance products in over 5 years. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/20/2011 ADDRESS: 4250 Crums Mill Road, Harrisburg, PA 17112 PA 17112, United States DESCRIPTION: I may sell insurance products but I have not done so in over 5 years. 4. ALLIANZ POSITION: Agent NATURE: BONUS ANNUITY PRESENTATION. I sold an annuity over 10 years ago which the client has since annuitized. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2010 ADDRESS: PO Box 71533, Richmond VA 23255, United States DESCRIPTION: Answer any client questions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-14 |
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