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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-18 |
| NJ | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 12/2003 | 10/2024 |
1. MANZI PINO ADVISORY SERVICES- INSURANCE BUSINESS 2. MANZI PINO ADVISORY SERVICES POSITION: owner NATURE: sole proprietorship LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/25/2001 ADDRESS: 1895 Walt Whitman Rd, MELVILLE NY 11747, United States DESCRIPTION: insurance advisor 3. MANZI, PINO & CO POSITION: partner NATURE: corporation INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 180 START DATE: 01/01/1982 ADDRESS: 1895 Walt Whitman Rd, Melville NY 11747, United States DESCRIPTION: CPA firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-19 |
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