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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-30 |
| GA | RA | APPROVED | 2021-10-28 |
| NY | RA | APPROVED | 2021-04-26 |
| CA | RA | APPROVED | 2015-04-28 |
| FL | RA | APPROVED | 2012-01-26 |
| SC | RA | APPROVED | 2012-01-26 |
| CT | RA | APPROVED | 2012-01-25 |
| MD | RA | APPROVED | 2012-01-25 |
| MA | RA | APPROVED | 2012-01-25 |
| TX | RA | APPROVED_RES | 2008-04-15 |
Branch Locations
6819 Pittsford-Palmyra Rd Suite 200 A, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Paul Revere Companies | Worcester | MA | 02/1988 | Present |
| Paul Revere Variable Annuity Insurance C | Worcester | MA | 02/1988 | Present |
| Osaic Wealth, Inc. | Fairport | NY | 03/1997 | Present |
1.I AM ALSO INVOLVED IN THE SALE OF INSURANCE PRODUCTS FIXED ANNUITIES, LIFE AND LONG TERM CARE. 2. HIGGINS HENDERSON RE, LLC POSITION: Partner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2012 ADDRESS: 6819 Pittsford-Palmyra Rd, Suite 200, Fairport NY 14450, United States DESCRIPTION: Thomas Higgins & myself purchased a office building to house our individual businesses. We will each own 50% interest in the building which Higgins Henderson RE LLC will own. Our office will be about 2000 sq ft, each we now have no tenants other than each other renting space from Higgins Henderson RD LLC. We will oversee and manage the property. 3. HENDERSON WEALTH MANAGEMENT POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/01/2020 ADDRESS: 6819 Pittsford Palmyra Rd, Suite 200, Fairport NY 14450, United States DESCRIPTION: Henderson Wealth Management is the DBA that I will be marketing myself for my financial planning practice. 4. HENDERSON WEALTH MANAGEMENT POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/01/2020 ADDRESS: 6819 Pittsford Palmyra Rd, Suite 200, Fairport NY 14450, United States DESCRIPTION: Henderson Wealth Management is the DBA that I will be marketing myself for my financial planning practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-03 |
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