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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-26 |
Branch Locations
1733 North Ocean Avenue Suite B, Medford, NY 11763 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Holbrook | NY | 05/1996 | Present |
| Creative Retiremnet Planning | Lake Sucess | NY | 05/1996 | Present |
1. CREATIVE RET. PLANNING POSITIION: Partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/1998 ADDRESS: 1733 N. Ocean Ave Suite B Medford, NY 11763 DESCRIPTION: I discuss insurance policies that the clients own and from time to time recommend buying additional term or permanent ins. 2. AUTHOR POSITION: Author NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2017 ADDRESS: 1300 vets Memorial Hwy, Suite 240, Hauppauge NY 11788, United States DESCRIPTION: I have written a book on how trends will effect the economy going forward.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-06 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-21 |
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