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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 |
| OH | RA | APPROVED | 2024-06-14 |
Branch Locations
421 Penbrooke Drive Suite 4, Penfield, NY 14526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wall Street Financial Group | Fairport | NY | 08/2011 | 09/2016 |
| Securities America, Inc. | Victor | NY | 09/2016 | 02/2023 |
| Securities America Advisors, Inc. | Victor | NY | 09/2016 | 02/2023 |
| Securities America Advisors, Inc. | Penfield | NY | 02/2023 | 06/2024 |
| Securities America, Inc. | Penfield | NY | 02/2023 | 06/2024 |
| Osaic Wealth, Inc. | Penfield | NY | 06/2024 | Present |
***DBA: ANDERSON VANHORNE ***DBA: AVH Invest ***KAFL INSURANCE RESOURCES POSITION: Agent NATURE: Life Insurance Sales as well as LTC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2011 ADDRESS: 800 Linden Ave, Rochester NY 14625 DESCRIPTION: Sales and service of new and existing life insurance policies to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-09 |
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