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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-09 |
| TX | RA | APPROVED_RES | 2024-06-04 |
| CT | RA | APPROVED | 2024-01-19 |
| FL | RA | APPROVED | 2024-01-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Glastonbury | CT | 09/2010 | 01/2024 |
| Osaic Wealth, Inc. | Vernon | CT | 01/2024 | Present |
1) SB WEALTH SOLUTIONS, LLC POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2022 ADDRESS: 11 Noor Dr, Coventry CT 06238, United States DESCRIPTION: Sole member and general management 2) BLUEBELLE HOLDINGS LLC POSITION: Managing Member NATURE: Real Estate Holding Company - potential forestry income in future INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 11 Noor Dr., Coventry CT 06238, United States DESCRIPTION: Owner 3) SAMUEL BELSITO POSITION: Self NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2026 ADDRESS: 68 National Dr., VERNON CT 06066-4592, United States DESCRIPTION: Fixed Insurance - Life and Fixed Annuity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-28 |
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