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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 | 2024-10-02 |
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Rochestre Community Savings Bank Liberty | Rochester | NY | 03/1997 | Present |
| Securities Service Network, Inc. | Cheektowaga | NY | 01/1998 | 09/2020 |
| Securities America, Inc. | West Seneca | NY | 09/2020 | 06/2024 |
| Securities America Advisors | West Seneca | NY | 01/2021 | 06/2024 |
| Ssn Advisory, Inc | Cheektowaga | NY | 01/1998 | 09/2020 |
| Osaic Wealth, Inc. | West Seneca | NY | 06/2024 | Present |
1. BUFFALO CREEK TAX GROUP POSITION: Prepare taxes for a fee NATURE: I file income tax returns for clients for a fee. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2015 ADDRESS: 231 Orchard Park Rd, West Seneca NY 14224 2. 34 WOODWARD DRIVE POSITION: owner NATURE: I rent out the apartment over my garage at my residence. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2000 ADDRESS: 34 Woodward Dr., West Seneca NY 14224 3. DBA - Peter Johnson Financial Services (PJFS) 4. PJFS POSITION: Facilitator NATURE: Help facilitate client creating estate documents with the help of a local attorney. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/27/2021 ADDRESS: 231 Orchard Park Rd., West Seneca NY 14224 DESCRIPTION: I use the firm Heliosplans.com to help the client through the process of developing their own trust or will and other documents related to this. This is overseen by a local attorney who helps finalize the documents. 5. PJFS POSITION: Facilitator NATURE: Help facilitate client creating estate documents with the help of a local attorney. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/27/2021 ADDRESS: 2954 Seneca Street, na, West Seneca NY 14224, United States DESCRIPTION: I use the firm Heliosplans.com to help the client through the process of developing their own trust or will and other documents related to this. This is overseen by a local attorney who helps finalize the documents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-13 |
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