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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-04 |
| NY | RA | APPROVED | 2022-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services | Holbrook | NY | 12/2013 | 05/2022 |
| Osaic Wealth, Inc. | Old Bridge | NJ | 05/2022 | Present |
1) AJC ADVISORS POSITION: Tax Preparer NATURE: Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/08/2008 ADDRESS: 165 Texas Road, Old Bridge NJ 08857, United States DESCRIPTION: Income tax preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-20 |
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