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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-19 |
Branch Locations
1615 Northern Blvd Suite 304, Manhasset, NY 11030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | New York | NY | 09/2006 | 08/2020 |
| Santander Securities, Llc | Guaynabo | PR | 09/2012 | 08/2020 |
| Woodbury Financial Services Inc | Manhasset | NY | 11/2020 | 01/2024 |
| Osaic Wealth, Inc. | Manhasset | NY | 01/2024 | Present |
1) OAKFIELD WEALTH MANAGEMENT POSITION: financial professional-this is a DBA NATURE: Anthony Macaluso is the owner of Oakfield Wealth Management-sole proprietor. INVESTMENT RELATED: N NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2020 ADDRESS: 1615 Northern Blvd, Manhasset NY 11030, United States DESCRIPTION: N/A 2) PROSPERITY / SBLI POSITION: Financial Advisor NATURE: Sole Proprietor INVESTMENT RELATED: Y NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/07/2023 ADDRESS: 1615 NORTHERN BLVD, 305, MANHASSET NY 11030, United States DESCRIPTION: Providing Fixed Life & Fixed Annuity to my clients 3) OAKFIELD WEALTH MANAGEMENT GROUP LLC POSITION: Contractor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/10/2020 ADDRESS: 191 Oakfield Avenue, Dix Hills NY 11746, United States DESCRIPTION: Financial Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-24 |
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