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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| NY | RA | APPROVED | 2024-06-14 |
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 |
|---|---|---|---|---|
| Securities America, Inc. | Williamsville | NY | 03/2005 | 06/2024 |
| Securities America Advisors, Inc. | Williamsville | NY | 05/2005 | 06/2024 |
| Osaic Wealth, Inc. | Williamsville | NY | 06/2024 | Present |
***FIRST NATIONAL INVESTORS, FIXED INSURANCE PRODUCTS, PRESIDENT DBA, 5% TIME SPENT ***FIRST NATIONAL PROPERTY OWNER - START DATE: 12/21/2005 - ADDRESS: 8759 MAIN ST, WILLIAMSVILLE NY 14221 - DESCRIPTION: I OWN THE BUILDING . NO RENT PAID. NO TENANTS. NO INCOME FROM THE PROPERTY ***FIRST NATIONAL POSITION: advisor NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2005 ADDRESS: 8759 main st, williamsville NY 14221 DESCRIPTION: fixed annuities and life insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-12-22 |
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