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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bay City Limited Partnership | Millsboro | DE | 12/1978 | 04/2017 |
| Nylife Securities Llc | Bala Cynwyd | PA | 03/2015 | 05/2017 |
| New York Life Insurance Company | Bala Cynwyd | PA | 02/2015 | 05/2017 |
| Eagle Strategies Llc | Bala Cynwyd | PA | 04/2015 | 05/2017 |
| Axa Advisors, Llc | New York | NY | 05/2017 | 05/2020 |
| Securities America, Inc. | St. Petersburg | FL | 05/2020 | 06/2024 |
| Arbor Point Advisors | St. Petersburg | FL | 05/2020 | 11/2024 |
| Osaic Wealth, Inc. | St. Petersburg | FL | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. BAY CITY LIMITED PARTNERSHIP POSITION: Owner NATURE: Family Owned Business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/17/1978 ADDRESS: 34677 Long Neck Road, Millsboro DE 19966 DESCRIPTION: Family Owned Manufactured Home Community 2. OLIVA INDUSTRIES POSITION: owner NATURE: LLC to receive compensation from Securities America INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/21/2020 ADDRESS: 6414 1st Ave N, St. Petersburg FL 33710 DESCRIPTION: to receive compensation from Securities America 3. CAMP ERIN POSITION: Volunteer NATURE: Charity Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2020 ADDRESS: 1617 JFK Blvd Suite 935, Philadelphia PA 19103 DESCRIPTION: Camp buddy at Camp Erin one weekend a year 4. POA POSITION: POA NATURE: POA for my parents Paul and Janet Oliva INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 5301 Gulf Blvd, D406, St Pete Beach FL 33706 DESCRIPTION: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-25 |
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