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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 02/2005 | 12/2017 |
| Securities America, Inc. | Nunda | NY | 12/2017 | 06/2024 |
| Securities America Advisors | Nunda | NY | 12/2017 | 06/2024 |
| Osaic Wealth, Inc. | Nunda | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Nunda | NY | 06/2024 | Present |
1) Future Financial Group Position: broker - Nature: sale of fixed life ins, fixed annuities, long term care, disability income - Investment Related: No - Hours: 20 - Securities Trading Hours: 5 - Start Date: 01/01/2003 - Address: 36 N STATE ST, NUNDA, NY 14517 2) SAA Position: financial advisor - Nature: advisory - Investment Related: Yes - Hours: 5 - Securities Trading Hours: 5 - Start Date: 12/01/2017 - Address: 36 N STATE ST, NUNDA, NY 14517 DBA: Future Financial Group
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-05-17 |
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