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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-05 |
| NC | RA | APPROVED | 2024-09-04 |
| NY | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
106 Crystal Brook Hollow Road, Port Jefferson Station, NY 11776 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Melville | NY | 09/2010 | 10/2016 |
| New York Life Securities Llc | Melville | NY | 09/2010 | 10/2016 |
| Eagle Strategies Llc | Medford | NY | 11/2010 | 10/2016 |
| Axa Advisors, Llc | New York | NY | 10/2016 | 06/2020 |
| Securities America Inc | Port Jeff Station | NY | 06/2020 | 06/2024 |
| Securities America Advisors | Port Jeff Station | NY | 06/2020 | 06/2024 |
| Osaic Wealth, Inc. | Port Jefferson Station | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Port Jefferson Station | NY | 06/2024 | Present |
1. MICHAEL BUTENSKY -INSURANCE PRODUCER POSITION: sales/ Insurance /fixed annuity producer NATURE: Sole Proprietor Fixed life insurance sales through The Integrity Life Brokerage.....A Branch of Pinnacle Group Fixed Insurance through ModernLife INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/31/2022 ADDRESS: 106 Crystal Brook Hollow Rd, Port Jefferson Station NY 11776, United States DESCRIPTION: Fixed life insurance sales and service Fixed annuity sales and service 2. HERITAGE HARBOR FINANCIAL ASSOCIATES POSITION: Partner/ Financial Advisor NATURE: Financial Services. This is an LLC for our financial services business. We created an LLC for our DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/17/2016 ADDRESS: 106 Crystal Brook Hollow Rd, Port Jefferson Station NY 11776 DESCRIPTION: Managing Partner of LLC for Heritage Harbor Financial associates 3. MICHAEL BUTENSKY NOTARY POSITION: Notary NATURE: I am a licensed notary. I do not charge a fee for this service. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/12/2004 ADDRESS: Heritage Harbor Financial Assoc, 106 Crystal Brook Hollow Rd, Port Jefferson Station NY 11776, United States DESCRIPTION: Licensed notary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-12 |
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