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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-10 |
| NC | RA | APPROVED | 2024-06-19 |
| 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 |
|---|---|---|---|---|
| Wall Street Financial Group, Inc. | Fairport | NY | 12/2008 | 09/2016 |
| Securities America, Inc. | Webster | NY | 09/2016 | 06/2024 |
| Securities America Advisors, Inc. | Webster | NY | 09/2016 | 06/2024 |
| Osaic Wealth, Inc. | Webster | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Webster | NY | 06/2024 | Present |
1. DBA: EMERALD FINANCIAL SERVICES, INC. 2. DBA - Cambridge Financial Services 3. INSURANCE SALES POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 07/01/2001 ADDRESS: 11 East Main Street, Webster NY 14580, United States DESCRIPTION: Sales of Insurance (Life, Disability, Health, Long-Term Care, Supplemental, Annuities)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-10 |
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