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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-08 |
| NY | RA | APPROVED | 2021-04-26 |
| NJ | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Mutual Life Insuranc Co. | Tarrytown | NY | 11/1996 | 11/2018 |
| Signator Investors, Inc. | Boston | MA | 11/1996 | 11/2018 |
| Osaic Wealth, Inc. | New York | NY | 11/2018 | Present |
1. INSURANCE BROKERAGE POSITION: INSURANCE BROKER NATURE: INSURANCE AGENCY INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 04/12/1988 ADDRESS: 347 5th Avenue Suite 1108 New York, NY 10016, United States DESCRIPTION: SALES OF NON VARIABLE INSURACE PRODUCTS 2. ACORN FINANCIAL SERVICES POSITION: FFINANCIAL ADVISOR NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2016 ADDRESS: 347 5th Avenue Suite 1108 New York, NY 10016, United States DESCRIPTION: FINANCIAL ADVISOR 3. WAGNER REAL ESTATE HOLDINGS POSITION: MANAGER NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/22/2021 ADDRESS: 2799 NW 2ND Ave. Unit H-113, BOCA RATON FL 33431, United States DESCRIPTION: I own a office Condo that is rented for the purpose of income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-11 |
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