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350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-15 |
| DC | RA | APPROVED | 2025-02-14 |
| MD | RA | APPROVED | 2025-02-04 |
| OH | RA | APPROVED | 2025-01-31 |
| NH | RA | APPROVED | 2025-01-24 |
| ND | RA | APPROVED | 2025-01-22 |
| WA | RA | APPROVED | 2025-01-22 |
| CA | RA | APPROVED | 2025-01-21 |
| CO | RA | APPROVED | 2025-01-21 |
| GA | RA | APPROVED | 2025-01-21 |
| IA | RA | APPROVED | 2025-01-21 |
| ME | RA | APPROVED | 2025-01-21 |
| MI | RA | APPROVED | 2025-01-21 |
| NJ | RA | APPROVED | 2025-01-21 |
| SC | RA | APPROVED | 2025-01-21 |
| VT | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED_RES | 2025-01-18 |
| KS | RA | APPROVED | 2025-01-17 |
| NE | RA | APPROVED | 2025-01-17 |
| NY | RA | APPROVED | 2021-10-22 |
| FL | RA | APPROVED | 2019-12-20 |
| PA | RA | APPROVED | 2019-10-24 |
Branch Locations
601 Heritage Drive Suite 220, Jupiter, FL 33458 • United States
350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-22 |
| MA | RA | APPROVED | 2025-03-13 |
| TX | RA | APPROVED_RES | 2025-02-24 |
| CA | RA | APPROVED | 2024-10-11 |
| CT | RA | APPROVED | 2024-10-11 |
| HI | RA | APPROVED | 2024-10-11 |
| MI | RA | APPROVED | 2024-10-11 |
| NM | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| ND | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| RI | RA | APPROVED | 2024-10-11 |
| SC | RA | APPROVED | 2024-10-11 |
| VT | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
| WV | RA | APPROVED | 2024-10-11 |
Branch Locations
350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
601 Heritage Drive Suite 220, Jupiter, FL 33458 • United States
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 |
|---|---|---|---|---|
| Self Employed | Rochester | NY | 10/1992 | Present |
| Robert Bartolotta Dba | Rochester | NY | 01/1994 | Present |
| American Portfolios Financial Services | Holbrook | NY | 09/2001 | 10/2024 |
| American Portfolios Advisors, Inc. | Holbrook | NY | 01/2007 | 10/2024 |
| Novem Group | Rochester | NY | 03/2012 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1) OSAIC WEALTH, INC. - BROKER/DEALER, INVESTMENT-RELATED, REGISTERED PRINCIPAL AND REGISTERED REPRESENTATIVE, START DATE 10/2024, 10 HRS/MONTH TOTAL, 10 HRS/MONTH DURING MARKET HRS 2) OSAIC WEALTH, INC. - RIA, INVESTMENT-RELATED, INVESTMENT ADVISER REPRESENTATIVE, START DATE 10/2024, 2 HRS/MONTH TOTAL, 2 HRS/MONTH DURING MARKET HRS 3) RENTAL PROPERTIES - NOT INVESTMENT-RELATED, START DATE 5/2019, 4 HRS/MONTH, 0 HRS/MONTH DURING MARKET HRS 4) APFS ROCHESTER POSITION: INSURANCE AGENT NATURE: INDIVIDUAL INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1994 ADDRESS: 350 Linden Oaks, suite140, Rochester NY 14625, United States DESCRIPTION: life insurance recommendations 5) RENTAL PROPERTIES POSITION: partner NATURE: own two rental properties INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/01/2019 ADDRESS: 350 Linden Oaks, suite140, Rochester NY 14625, United States DESCRIPTION: rent to tenants 6) NOVEM FOUNDATION POSITION: BOARD PRESIDENT NATURE: corp non profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: 350 Linden Oaks, suite140, Rochester NY 14625, United States DESCRIPTION: donate to charities 7) BRIARWOOD OF EASTPOINTE POSITION: board member NATURE: HOA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: Eastpointe, palm beach gardens FL 33410, United States DESCRIPTION: help oversee condo community 8) NOVEM GROUP POSITION: CEO/CCO NATURE: s corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2011 ADDRESS: 350 Linden Oaks, suite140, Rochester NY 14625, United States DESCRIPTION: Day to day operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-20 |
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