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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-28 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
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 |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 01/2013 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1.CRUMP - INSURANCE AGENT; INSURANCE SALES. 2. American Portfolios Advisors, Inc. - Investment advisor representative, investment related, start date = 01/02/2018, 0% ownership, 40 hrs./wk./mkt. hrs. 3.PPS ADVISORS LIFE, LLC - MANAGEMENT & FIXED INSURANCE SALES. START DATE: 01/2013, IS NON SECURITIES RELATED. DEVOTES 10 HRS PER MONTH; 10 HRS DURING MARKET HRS. 7/3/13 4. PPS ADVISORS, INC. - INSURANCE AND FIXED ANNUITIES - NOT INVESTMENT RELATED, START DATE = 01/2018, 10 HRS./MO. 5. MEDICARE INSURANCE POSITION: Insurance Agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2020 ADDRESS: 4250 Vets Hwy, suite 100E, Holbrook NY 11741, United States DESCRIPTION: Sell Medicare Insurance to seniors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-08 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-21 |
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