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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-17 |
| CA | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
190 Motor Parkway Suite 101, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc | Holbrook | NY | 09/2001 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. GOLD STREET PROPERTIES, INC. POSITION: PRESIDENT NATURE: REAL ESTATE RENTAL PROPERTY OWNERSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2004 ADDRESS: 7010 misty pond rd, marshville NC 28103, United States DESCRIPTION: review monthly management company reports from the management company we use. 2. CINCOR CONSTRUCTION - PROMISSORY NOTE AS A LENDER, COMPENSATION = LOAN PERCENTAGE, 0 HRS PER MONTH, 0HRS DURING MARKET HRS 3. COMPASS ROSE STUDENT HOUSING, LLC POSITION: owner NATURE: SUB LEASE APARTMENTS INVESTMENT RELATED: No NUMBER OF HOURS: 34 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 920 harding st, bohemia NY 11716, United States DESCRIPTION: sublease apartments to students attending trade school
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-03 |
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